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 | $2,583 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,194 | $148,534-27.8% | $135,903-21.1% | $139,434-23.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.05% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,329 | $5,243-55.6% | $4,856-52.0% | $4,751-51.0% |
| Participant deferral / active EE | $2,774 | $8,100-65.8% | $7,758-64.2% | $6,710-58.7% |
| Admin fee / account holder | $43 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |