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 | $1,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,778 | $70,908-18.5% | $98,907-41.6% | $73,488-21.4% |
| Participation rate | 66.9% | 73.8%-6.9pp | 76.0%-9.1pp | 70.7%-3.8pp |
| Annual return | 15.45% | 34.17%-18.7pp | 196.43%-181.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,064 | $2,036-47.7% | $2,689-60.4% | $2,270-53.1% |
| Participant deferral / active EE | $2,662 | $3,500-23.9% | $4,244-37.3% | $3,740-28.8% |
| Admin fee / account holder | $8 | $535-98.5% | $6,642-99.9% | $513-98.4% |