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 | $16,929 |
Annual investment return 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 | $58,717 | $49,451+18.7% | $79,550-26.2% | $66,914-12.3% |
| Participation rate | 96.1% | 61.3%+34.7pp | 69.5%+26.6pp | 69.8%+26.3pp |
| Annual return | -18.81% | 84.25%-103.1pp | 0.16%-19.0pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,930 | $1,266+52.5% | $2,413-20.0% | $2,544-24.1% |
| Participant deferral / active EE | $3,631 | $3,159+14.9% | $3,985-8.9% | $4,237-14.3% |
| Admin fee / account holder | $131 | $595-77.9% | $6,832-98.1% | $593-77.8% |