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 | $17,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,247 | $54,701+50.4% | $86,188-4.6% | $71,457+15.1% |
| Participation rate | 95.6% | 60.1%+35.5pp | 69.0%+26.6pp | 67.9%+27.7pp |
| Annual return | 26.22% | 20.06%+6.2pp | 1168.45%-1142.2pp | 28.85%-2.6pp |
| Employer contribution / active EE | $2,291 | $1,265+81.1% | $2,380-3.7% | $2,588-11.4% |
| Participant deferral / active EE | $4,292 | $3,108+38.1% | $3,985+7.7% | $4,289+0.1% |
| Admin fee / account holder | $147 | $1,922-92.4% | $6,852-97.9% | $1,587-90.8% |