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 | -$39,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,563 | $72,254+10.1% | $86,677-8.2% | $64,808+22.8% |
| Participation rate | 72.0% | 80.4%-8.4pp | 76.6%-4.5pp | 71.5%+0.6pp |
| Annual return | -17.12% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,782 | $2,393-25.5% | $2,836-37.2% | $2,506-28.9% |
| Participant deferral / active EE | $4,110 | $4,658-11.8% | $4,656-11.7% | $4,310-4.6% |
| Admin fee / account holder | $4 | $174-97.7% | $7,493-99.9% | $188-97.9% |