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 | $23,060 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,652 | $70,908-13.1% | $98,907-37.7% | $73,488-16.1% |
| Participation rate | 94.2% | 73.8%+20.4pp | 76.0%+18.1pp | 70.7%+23.5pp |
| Annual return | 12.52% | 34.17%-21.7pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,734 | $2,036-14.8% | $2,689-35.5% | $2,270-23.6% |
| Participant deferral / active EE | $5,024 | $3,500+43.6% | $4,244+18.4% | $3,740+34.3% |
| Admin fee / account holder | $194 | $535-63.8% | $6,642-97.1% | $513-62.2% |