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 | $82,328 | $54,350+51.5% | $82,719-0.5% | $68,494+20.2% |
| Participation rate | 92.8% | 63.9%+28.9pp | 72.6%+20.2pp | 67.9%+24.9pp |
| Annual return | -18.14% | -13.67%-4.5pp | 701.18%-719.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,619 | $2,218+108.2% | $3,009+53.5% | $2,596+77.9% |
| Participant deferral / active EE | $7,706 | $3,246+137.4% | $4,395+75.3% | $4,027+91.3% |
| Admin fee / account holder | $29 | $4,395-99.3% | $5,329-99.5% | $5,403-99.5% |