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 | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,505 | $58,101+116.0% | $118,925+5.5% | $73,409+71.0% |
| Participation rate | 99.3% | 56.1%+43.1pp | 75.4%+23.9pp | 72.2%+27.1pp |
| Annual return | 18.07% | 20.56%-2.5pp | 35.88%-17.8pp | 59.29%-41.2pp |
| Employer contribution / active EE | $5,044 | $1,445+249.0% | $3,263+54.6% | $2,234+125.8% |
| Participant deferral / active EE | $6,771 | $2,400+182.2% | $4,265+58.8% | $3,805+77.9% |
| Admin fee / account holder | $49 | $138-64.8% | $6,581-99.3% | $158-69.2% |