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 | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,323 | $45,602+440.2% | $117,472+109.7% | $66,914+268.1% |
| Participation rate | 99.1% | 57.6%+41.5pp | 70.6%+28.5pp | 69.8%+29.3pp |
| Annual return | -15.35% | -16.74%+1.4pp | 29.74%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $15,375 | $1,579+873.9% | $4,176+268.2% | $2,544+504.3% |
| Participant deferral / active EE | $14,907 | $2,845+424.0% | $4,070+266.2% | $4,237+251.8% |
| Admin fee / account holder | $1 | $661-99.8% | $5,645-100.0% | $593-99.8% |