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 | $136 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,343 | $101,317-9.8% | $146,958-37.8% | $74,495+22.6% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.2pp | 67.2%+14.8pp |
| Annual return | 16.10% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $18,030 | $7,303+146.9% | $8,070+123.4% | $4,346+314.9% |
| Admin fee / account holder | $30 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |