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 | $200 |
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 | $97,819 | $84,936+15.2% | $111,297-12.1% | $79,386+23.2% |
| Participation rate | 82.6% | 75.9%+6.7pp | 77.3%+5.3pp | 70.7%+11.9pp |
| Annual return | 10.58% | 17.45%-6.9pp | 54.65%-44.1pp | 116.85%-106.3pp |
| Employer contribution / active EE | $2,300 | $1,979+16.2% | $2,731-15.8% | $2,427-5.3% |
| Participant deferral / active EE | $5,083 | $3,888+30.7% | $4,487+13.3% | $4,046+25.6% |
| Admin fee / account holder | $10 | $537-98.2% | $7,964-99.9% | $626-98.4% |