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 7-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 | $95,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,978 | $104,317-7.0% | $159,436-39.2% | $86,799+11.7% |
| Participation rate | 87.7% | 77.7%+10.0pp | 82.8%+4.9pp | 72.3%+15.4pp |
| Annual return | 36.77% | 26.32%+10.5pp | 263.57%-226.8pp | 97.91%-61.1pp |
| Employer contribution / active EE | $2,553 | $3,451-26.0% | $4,829-47.1% | $2,405+6.1% |
| Participant deferral / active EE | $8,760 | $6,837+28.1% | $7,352+19.1% | $4,131+112.0% |
| Admin fee / account holder | $97 | $172-43.7% | $10,799-99.1% | $170-42.8% |