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 | $5,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,745 | $65,435+5.1% | $86,677-20.7% | $66,914+2.7% |
| Participation rate | 71.3% | 75.5%-4.2pp | 76.6%-5.3pp | 69.8%+1.5pp |
| Annual return | -14.73% | -10.89%-3.8pp | 35.91%-50.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,014 | $2,153-52.9% | $2,836-64.3% | $2,544-60.2% |
| Participant deferral / active EE | $2,948 | $4,100-28.1% | $4,656-36.7% | $4,237-30.4% |
| Admin fee / account holder | $70 | $642-89.0% | $7,493-99.1% | $593-88.1% |