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 27 · EIN 35-1729164 | Advisory (Plan) | $43,911 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$21,642 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,122 | $93,571+140.6% | $135,903+65.6% | $75,163+199.5% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 22.37% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $4,523 | $3,537+27.9% | $4,856-6.9% | $2,670+69.4% |
| Participant deferral / active EE | $13,614 | $6,404+112.6% | $7,758+75.5% | $4,125+230.0% |
| Admin fee / account holder | $199 | $6,975-97.1% | $10,762-98.2% | $5,651-96.5% |