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 | $34,493 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,800 | $30,588+98.8% | $53,898+12.8% | $85,563-28.9% |
| Participation rate | 21.8% | 26.3%-4.5pp | 55.0%-33.1pp | 66.0%-44.1pp |
| Annual return | 15.98% | 50.42%-34.4pp | 528.60%-512.6pp | 31.51%-15.5pp |
| Employer contribution / active EE | $140 | $436-67.9% | $932-85.0% | $2,654-94.7% |
| Participant deferral / active EE | $1,118 | $848+31.8% | $1,826-38.8% | $4,375-74.4% |
| Admin fee / account holder | $243 | $1,879-87.1% | $2,491-90.3% | $834-70.9% |