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 8-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 | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,382 | $111,491+77.0% | $189,513+4.2% | $86,799+127.4% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.8%+9.5pp | 72.3%+25.0pp |
| Annual return | 14.09% | 83.50%-69.4pp | 555.15%-541.1pp | 97.91%-83.8pp |
| Employer contribution / active EE | $6,752 | $3,951+70.9% | $6,162+9.6% | $2,405+180.7% |
| Participant deferral / active EE | $7,265 | $6,437+12.9% | $8,221-11.6% | $4,131+75.9% |
| Admin fee / account holder | $1 | $189-99.7% | $12,045-100.0% | $170-99.7% |