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 | $3,075 |
Employer contribution per participant 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 | $41,269 | $72,607-43.2% | $90,749-54.5% | $66,914-38.3% |
| Participation rate | 86.7% | 73.7%+13.0pp | 75.7%+11.0pp | 69.8%+16.9pp |
| Annual return | -17.73% | -12.28%-5.4pp | -12.16%-5.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $426 | $2,369-82.0% | $2,921-85.4% | $2,544-83.2% |
| Participant deferral / active EE | $3,963 | $3,977-0.4% | $4,564-13.2% | $4,237-6.5% |
| Admin fee / account holder | $34 | $707-95.2% | $8,445-99.6% | $593-94.2% |