See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $48,723 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,235 | $106,236-44.2% | $112,228-47.2% | $64,808-8.6% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.1%+23.8pp | 71.5%+27.4pp |
| Annual return | -24.16% | -6.02%-18.1pp | 27.45%-51.6pp | 32.82%-57.0pp |
| Employer contribution / active EE | $4,512 | $3,166+42.5% | $3,635+24.1% | $2,506+80.1% |
| Participant deferral / active EE | $5,364 | $3,785+41.7% | $4,728+13.4% | $4,310+24.4% |
| Admin fee / account holder | $75 | $452-83.4% | $6,410-98.8% | $188-60.1% |