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 | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,803 | $71,516-8.0% | $98,439-33.2% | $71,457-7.9% |
| Participation rate | 96.6% | 72.7%+23.9pp | 75.2%+21.5pp | 67.9%+28.7pp |
| Annual return | 17.53% | 32.41%-14.9pp | 21.16%-3.6pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,363 | $2,399-1.5% | $3,048-22.5% | $2,588-8.7% |
| Participant deferral / active EE | $5,788 | $4,109+40.9% | $4,738+22.2% | $4,289+35.0% |
| Admin fee / account holder | $17 | $1,675-99.0% | $8,948-99.8% | $1,587-98.9% |