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 | $150 |
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 | $71,695 | $65,435+9.6% | $86,677-17.3% | $66,914+7.1% |
| Participation rate | 78.9% | 75.5%+3.4pp | 76.6%+2.3pp | 69.8%+9.1pp |
| Annual return | -18.20% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,244 | $2,153+4.2% | $2,836-20.9% | $2,544-11.8% |
| Participant deferral / active EE | $5,387 | $4,100+31.4% | $4,656+15.7% | $4,237+27.1% |
| Admin fee / account holder | $14 | $642-97.9% | $7,493-99.8% | $593-97.7% |