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 8-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 | $12,304 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,693 | $84,556-50.7% | $116,228-64.1% | $74,304-43.9% |
| Participation rate | 56.7% | 66.0%-9.3pp | 74.6%-17.9pp | 60.3%-3.7pp |
| Annual return | 39.84% | 18.35%+21.5pp | 90.06%-50.2pp | 29.43%+10.4pp |
| Employer contribution / active EE | $1,724 | $2,168-20.5% | $2,994-42.4% | $2,241-23.1% |
| Participant deferral / active EE | $2,555 | $3,814-33.0% | $4,953-48.4% | $3,767-32.2% |
| Admin fee / account holder | $139 | $3,792-96.3% | $11,989-98.8% | $2,969-95.3% |