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 | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,544 | $71,516-27.9% | $98,439-47.6% | $71,457-27.9% |
| Participation rate | 77.5% | 72.7%+4.8pp | 75.2%+2.3pp | 67.9%+9.6pp |
| Annual return | 13.53% | 32.41%-18.9pp | 21.16%-7.6pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,744 | $2,399-27.3% | $3,048-42.8% | $2,588-32.6% |
| Participant deferral / active EE | $3,675 | $4,109-10.6% | $4,738-22.4% | $4,289-14.3% |
| Admin fee / account holder | $3 | $1,675-99.8% | $8,948-100.0% | $1,587-99.8% |