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 9-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 | $5,077 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $101,317-88.1% | $146,958-91.8% | $74,495-83.9% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.2%-1.3pp | 67.2%+13.6pp |
| Annual return | 20.51% | 8730.91%-8710.4pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $666 | $3,810-82.5% | $4,933-86.5% | $2,623-74.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |