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 27 · EIN 38-1961943 | Advisory (Plan) | $37,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,150 |
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 | $254,357 | $99,957+154.5% | $149,696+69.9% | $73,488+246.1% |
| Participation rate | 86.7% | 75.7%+11.0pp | 82.5%+4.2pp | 70.7%+16.0pp |
| Annual return | 23.87% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $3,171 | $3,191-0.6% | $4,644-31.7% | $2,270+39.7% |
| Participant deferral / active EE | $6,015 | $6,073-0.9% | $6,842-12.1% | $3,740+60.9% |
| Admin fee / account holder | $261 | $551-52.6% | $9,309-97.2% | $513-49.2% |