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 | $225 |
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 | $219,450 | $95,274+130.3% | $135,903+61.5% | $74,419+194.9% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.7pp | 70.7%+11.9pp |
| Annual return | 14.68% | 32.77%-18.1pp | 68.23%-53.6pp | 34.38%-19.7pp |
| Employer contribution / active EE | $4,619 | $3,874+19.2% | $4,856-4.9% | $2,637+75.1% |
| Participant deferral / active EE | $8,945 | $7,782+14.9% | $7,758+15.3% | $4,528+97.6% |
| Admin fee / account holder | $232 | $266-12.9% | $10,762-97.8% | $348-33.4% |