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 | -$14,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,755 | $79,519+12.9% | $95,952-6.5% | $73,409+22.3% |
| Participation rate | 67.5% | 81.2%-13.7pp | 77.1%-9.6pp | 72.2%-4.7pp |
| Annual return | 20.45% | 19.20%+1.3pp | 91.61%-71.2pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,603 | $2,048-21.7% | $2,541-36.9% | $2,234-28.2% |
| Participant deferral / active EE | $3,463 | $4,138-16.3% | $4,167-16.9% | $3,805-9.0% |
| Admin fee / account holder | $3 | $184-98.5% | $6,795-100.0% | $158-98.2% |