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 | $625 |
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 | $50,340 | $56,503-10.9% | $70,092-28.2% | $64,808-22.3% |
| Participation rate | 72.3% | 70.5%+1.8pp | 70.5%+1.8pp | 71.5%+0.8pp |
| Annual return | -26.68% | -13.44%-13.2pp | 190.73%-217.4pp | 32.82%-59.5pp |
| Employer contribution / active EE | $2,480 | $2,046+21.2% | $2,559-3.1% | $2,506-1.0% |
| Participant deferral / active EE | $5,281 | $3,389+55.8% | $3,849+37.2% | $4,310+22.5% |
| Admin fee / account holder | $1 | $160-99.1% | $6,267-100.0% | $188-99.2% |