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 | $32,415 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,212 | $117,025-49.4% | $91,541-35.3% | $85,563-30.8% |
| Participation rate | 76.4% | 64.2%+12.2pp | 69.8%+6.7pp | 66.0%+10.5pp |
| Annual return | 16.72% | 18.02%-1.3pp | 20.50%-3.8pp | 31.51%-14.8pp |
| Employer contribution / active EE | $824 | $2,120-61.1% | $2,505-67.1% | $2,654-68.9% |
| Participant deferral / active EE | $2,960 | $3,446-14.1% | $4,008-26.1% | $4,375-32.4% |
| Admin fee / account holder | $127 | $1,242-89.8% | $6,956-98.2% | $834-84.8% |