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 | $250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,444 | $131,799+90.0% | $200,582+24.9% | $85,563+192.7% |
| Participation rate | 99.6% | 87.9%+11.7pp | 86.9%+12.8pp | 66.0%+33.7pp |
| Annual return | 19.23% | 21.59%-2.4pp | 42.33%-23.1pp | 31.51%-12.3pp |
| Employer contribution / active EE | $7,547 | $4,532+66.5% | $6,419+17.6% | $2,654+184.4% |
| Participant deferral / active EE | $8,331 | $7,702+8.2% | $9,331-10.7% | $4,375+90.4% |
| Admin fee / account holder | $1 | $235-99.8% | $16,305-100.0% | $834-99.9% |