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 | $24,185 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $23,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,756 | $51,197-22.3% | $82,719-51.9% | $66,914-40.6% |
| Participation rate | 95.9% | 67.8%+28.1pp | 72.6%+23.3pp | 69.8%+26.1pp |
| Annual return | -15.98% | -9.64%-6.3pp | 701.18%-717.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,131 | $2,611-18.4% | $3,009-29.2% | $2,544-16.2% |
| Participant deferral / active EE | $3,734 | $3,458+8.0% | $4,395-15.0% | $4,237-11.9% |
| Admin fee / account holder | $213 | $416-48.7% | $5,329-96.0% | $593-64.1% |