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 4-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 | $12,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,330 | $81,248-29.4% | $155,509-63.1% | $80,856-29.1% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.6%+13.0pp |
| Annual return | 19.27% | 33.31%-14.0pp | 64.67%-45.4pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,621 | $3,100+16.8% | $4,672-22.5% | $2,755+31.4% |
| Participant deferral / active EE | $9,048 | $3,452+162.1% | $5,626+60.8% | $4,296+110.6% |
| Admin fee / account holder | $113 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |