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 | $96,392 | $58,264+65.4% | $86,612+11.3% | $71,457+34.9% |
| Participation rate | 87.9% | 65.0%+22.9pp | 71.7%+16.2pp | 67.9%+19.9pp |
| Annual return | 21.05% | 21.63%-0.6pp | 591.07%-570.0pp | 28.85%-7.8pp |
| Employer contribution / active EE | $5,173 | $2,574+101.0% | $3,022+71.2% | $2,588+99.9% |
| Participant deferral / active EE | $8,263 | $3,436+140.5% | $4,438+86.2% | $4,289+92.7% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,614-99.0% | $1,587-96.4% |