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 | $26,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,649 | $84,784+5.7% | $98,439-8.9% | $74,419+20.5% |
| Participation rate | 95.1% | 81.5%+13.5pp | 75.2%+19.9pp | 70.7%+24.3pp |
| Annual return | 19.64% | 20.59%-0.9pp | 21.16%-1.5pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,732 | $3,364-18.8% | $3,048-10.4% | $2,637+3.6% |
| Participant deferral / active EE | $6,325 | $5,218+21.2% | $4,738+33.5% | $4,528+39.7% |
| Admin fee / account holder | $55 | $204-73.2% | $8,948-99.4% | $348-84.3% |