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 | $5,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,195 | $70,908-44.7% | $98,907-60.4% | $73,488-46.7% |
| Participation rate | 98.1% | 73.8%+24.3pp | 76.0%+22.0pp | 70.7%+27.4pp |
| Annual return | 24.17% | 34.17%-10.0pp | 196.43%-172.3pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,988 | $2,036-2.4% | $2,689-26.1% | $2,270-12.4% |
| Participant deferral / active EE | $4,271 | $3,500+22.0% | $4,244+0.6% | $3,740+14.2% |
| Admin fee / account holder | $39 | $535-92.7% | $6,642-99.4% | $513-92.4% |