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 | $7,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,686 | $61,272-38.5% | $149,673-74.8% | $71,457-47.3% |
| Participation rate | 92.9% | 62.5%+30.4pp | 78.8%+14.1pp | 67.9%+25.0pp |
| Annual return | 16.77% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,636 | $2,378-31.2% | $4,818-66.0% | $2,588-36.8% |
| Participant deferral / active EE | $3,114 | $2,917+6.8% | $5,680-45.2% | $4,289-27.4% |
| Admin fee / account holder | $48 | $1,261-96.2% | $13,210-99.6% | $1,587-97.0% |