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 | $24,846 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,196 | $63,745-24.4% | $98,442-51.0% | $79,386-39.3% |
| Participation rate | 91.1% | 69.9%+21.3pp | 73.3%+17.8pp | 70.7%+20.4pp |
| Annual return | 13.02% | 625.80%-612.8pp | 1492.73%-1479.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,840 | $2,557-28.0% | $2,960-37.8% | $2,427-24.2% |
| Participant deferral / active EE | $3,007 | $3,303-9.0% | $4,276-29.7% | $4,046-25.7% |
| Admin fee / account holder | $247 | $516-52.2% | $5,949-95.9% | $626-60.6% |