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 | $4,710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,916 | $79,428-40.9% | $106,548-56.0% | $79,386-40.9% |
| Participation rate | 74.4% | 74.1%+0.3pp | 76.1%-1.7pp | 70.7%+3.7pp |
| Annual return | 20.95% | 18.27%+2.7pp | 26.80%-5.8pp | 116.85%-95.9pp |
| Employer contribution / active EE | $1,554 | $2,234-30.4% | $2,819-44.9% | $2,427-36.0% |
| Participant deferral / active EE | $3,440 | $3,823-10.0% | $4,398-21.8% | $4,046-15.0% |
| Admin fee / account holder | $36 | $523-93.2% | $7,407-99.5% | $626-94.3% |