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 | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,715 | $66,528+9.3% | $86,874-16.3% | $86,799-16.2% |
| Participation rate | 98.8% | 72.4%+26.5pp | 71.6%+27.2pp | 72.3%+26.6pp |
| Annual return | 15.84% | 19.56%-3.7pp | 63.52%-47.7pp | 97.91%-82.1pp |
| Employer contribution / active EE | $3,576 | $2,007+78.2% | $2,495+43.3% | $2,405+48.7% |
| Participant deferral / active EE | $3,504 | $3,240+8.2% | $3,699-5.3% | $4,131-15.2% |
| Admin fee / account holder | $1 | $148-99.6% | $5,828-100.0% | $170-99.6% |