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 | -$22,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,089 | $99,078-9.1% | $96,544-6.7% | $74,419+21.1% |
| Participation rate | 70.7% | 80.7%-10.0pp | 76.0%-5.3pp | 70.7%0pp |
| Annual return | 21.68% | 22.48%-0.8pp | 25.84%-4.2pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,874 | $2,570-27.1% | $2,965-36.8% | $2,637-28.9% |
| Participant deferral / active EE | $4,490 | $4,933-9.0% | $4,851-7.4% | $4,528-0.8% |
| Admin fee / account holder | $2 | $225-99.2% | $8,252-100.0% | $348-99.5% |