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 | $525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,316 | $69,823-22.2% | $77,163-29.6% | $74,419-27.0% |
| Participation rate | 68.5% | 70.0%-1.5pp | 69.6%-1.0pp | 70.7%-2.2pp |
| Annual return | 21.02% | 19.98%+1.0pp | 37.87%-16.9pp | 34.38%-13.4pp |
| Employer contribution / active EE | $2,394 | $2,150+11.3% | $2,535-5.6% | $2,637-9.2% |
| Participant deferral / active EE | $5,248 | $3,558+47.5% | $3,833+36.9% | $4,528+15.9% |
| Admin fee / account holder | $1 | $398-99.7% | $5,472-100.0% | $348-99.7% |