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 | $50 |
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 | $56,737 | $50,956+11.3% | $96,562-41.2% | $86,799-34.6% |
| Participation rate | 87.4% | 65.2%+22.1pp | 69.8%+17.5pp | 72.3%+15.1pp |
| Annual return | 17.76% | 21.27%-3.5pp | 37.78%-20.0pp | 97.91%-80.1pp |
| Employer contribution / active EE | $263 | $1,111-76.3% | $2,356-88.8% | $2,405-89.1% |
| Participant deferral / active EE | $4,694 | $2,954+58.9% | $3,849+22.0% | $4,131+13.6% |
| Admin fee / account holder | $146 | $166-11.9% | $6,181-97.6% | $170-13.7% |