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 | $375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,007 | $104,475+162.3% | $159,436+71.9% | $79,386+245.2% |
| Participation rate | 91.6% | 76.6%+15.0pp | 82.8%+8.8pp | 70.7%+20.9pp |
| Annual return | 205.93% | 67.95%+138.0pp | 263.57%-57.6pp | 116.85%+89.1pp |
| Employer contribution / active EE | $32 | $3,417-99.1% | $4,829-99.3% | $2,427-98.7% |
| Participant deferral / active EE | $1,771 | $6,467-72.6% | $7,352-75.9% | $4,046-56.2% |
| Admin fee / account holder | $2 | $711-99.7% | $10,799-100.0% | $626-99.7% |