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 | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,370 | $65,435+88.5% | $86,677+42.3% | $66,914+84.4% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -17.55% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,010 | $2,153+132.7% | $2,836+76.6% | $2,544+96.9% |
| Participant deferral / active EE | $6,097 | $4,100+48.7% | $4,656+31.0% | $4,237+43.9% |
| Admin fee / account holder | $14 | $642-97.9% | $7,493-99.8% | $593-97.7% |