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 | $6,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,289 | $86,286+3.5% | $111,297-19.8% | $85,850+4.0% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 11.16% | 19.99%-8.8pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,100 | $2,043-46.2% | $2,731-59.7% | $2,565-57.1% |
| Participant deferral / active EE | $3,178 | $3,641-12.7% | $4,487-29.2% | $3,952-19.6% |
| Admin fee / account holder | $77 | $8,188-99.1% | $7,964-99.0% | $6,260-98.8% |