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 | $17,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,474 | $51,197+84.5% | $82,719+14.2% | $66,914+41.2% |
| Participation rate | 99.1% | 67.8%+31.2pp | 72.6%+26.5pp | 69.8%+29.3pp |
| Annual return | -14.57% | -9.64%-4.9pp | 701.18%-715.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $10,009 | $2,611+283.4% | $3,009+232.6% | $2,544+293.4% |
| Participant deferral / active EE | $8,540 | $3,458+147.0% | $4,395+94.3% | $4,237+101.6% |
| Admin fee / account holder | $113 | $416-72.7% | $5,329-97.9% | $593-80.9% |