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 | $525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,795 | $72,607-25.9% | $90,749-40.7% | $66,914-19.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.02% | -12.28%-3.7pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,522 | $2,369+6.5% | $2,921-13.7% | $2,544-0.9% |
| Participant deferral / active EE | $5,505 | $3,977+38.4% | $4,564+20.6% | $4,237+29.9% |
| Admin fee / account holder | $20 | $707-97.1% | $8,445-99.8% | $593-96.6% |