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 13 · EIN 42-0127290 | Contract Administrator | $113,666 |
TI TRUST SERVICES7 years Service code 21 · EIN 20-1171923 | Bank Trustee | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,527 | $103,641+3.7% | $107,5250% | $102,872+4.5% |
| Participation rate | 93.7% | 79.4%+14.3pp | 75.1%+18.6pp | 73.0%+20.7pp |
| Annual return | 34.86% | 13.08%+21.8pp | 181.32%-146.5pp | 19.06%+15.8pp |
| Employer contribution / active EE | $17,846 | $5,096+250.2% | $3,754+375.4% | $3,526+406.1% |
| Participant deferral / active EE | $3,387 | $3,789-10.6% | $5,116-33.8% | $5,535-38.8% |
| Admin fee / account holder | $65 | $276-76.4% | $8,919-99.3% | $292-77.7% |