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 | $7,529 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,375 | $86,929+20.1% | $102,423+1.9% | $80,856+29.1% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.6%+24.8pp |
| Annual return | 15.20% | 18.88%-3.7pp | 29.32%-14.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,495 | $2,369+47.5% | $3,023+15.6% | $2,755+26.9% |
| Participant deferral / active EE | $1,415 | $4,118-65.6% | $5,053-72.0% | $4,296-67.1% |
| Admin fee / account holder | $63 | $8,049-99.2% | $9,451-99.3% | $6,918-99.1% |