Filed January 12, 2024
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 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,668 | $65,409+69.2% | $98,442+12.4% | $85,850+28.9% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 18.51% | 21.76%-3.3pp | 1492.73%-1474.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $4,585 | $2,168+111.5% | $2,960+54.9% | $2,565+78.8% |
| Participant deferral / active EE | $7,104 | $3,166+124.4% | $4,276+66.1% | $3,952+79.8% |
| Admin fee / account holder | $29 | $4,593-99.4% | $5,949-99.5% | $6,260-99.5% |