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 | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,712 | $65,435+78.4% | $86,677+34.7% | $66,914+74.4% |
| Participation rate | 91.7% | 75.5%+16.3pp | 76.6%+15.2pp | 69.8%+21.9pp |
| Annual return | -14.65% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,990 | $2,153+85.3% | $2,836+40.7% | $2,544+56.8% |
| Participant deferral / active EE | $4,715 | $4,100+15.0% | $4,656+1.3% | $4,237+11.3% |
| Admin fee / account holder | $0 | $642-99.9% | $7,493-100.0% | $593-99.9% |