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 | $5,866 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,654 | $73,638+5.5% | $95,952-19.1% | $73,488+5.7% |
| Participation rate | 88.8% | 76.2%+12.6pp | 77.1%+11.7pp | 70.7%+18.1pp |
| Annual return | 13.55% | 16.78%-3.2pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $687 | $1,863-63.1% | $2,541-73.0% | $2,270-69.7% |
| Participant deferral / active EE | $1,895 | $3,617-47.6% | $4,167-54.5% | $3,740-49.3% |
| Admin fee / account holder | $79 | $482-83.7% | $6,795-98.8% | $513-84.7% |