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 | $3,127 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,529 | $72,137+481.6% | $142,449+194.5% | $71,457+487.1% |
| Participation rate | 95.7% | 71.7%+24.0pp | 76.8%+18.9pp | 67.9%+27.8pp |
| Annual return | 17.10% | 21.15%-4.1pp | 19.99%-2.9pp | 28.85%-11.7pp |
| Employer contribution / active EE | $16,551 | $3,793+336.3% | $4,847+241.5% | $2,588+539.6% |
| Participant deferral / active EE | $19,298 | $5,280+265.5% | $6,283+207.1% | $4,289+350.0% |
| Admin fee / account holder | $19 | $1,433-98.7% | $10,011-99.8% | $1,587-98.8% |