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 | $12,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,447 | $79,428-17.6% | $106,548-38.6% | $79,386-17.6% |
| Participation rate | 95.2% | 74.1%+21.0pp | 76.1%+19.0pp | 70.7%+24.5pp |
| Annual return | 12.60% | 18.27%-5.7pp | 26.80%-14.2pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,991 | $2,234-10.9% | $2,819-29.4% | $2,427-18.0% |
| Participant deferral / active EE | $4,946 | $3,823+29.4% | $4,398+12.5% | $4,046+22.3% |
| Admin fee / account holder | $107 | $523-79.5% | $7,407-98.6% | $626-82.9% |