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 | $3,593 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,247 | $129,240-89.7% | $60,874-78.2% | - |
| Participation rate | 84.8% | 75.5%+9.3pp | 73.1%+11.7pp | - |
| Annual return | -13.68% | -10.30%-3.4pp | 16.90%-30.6pp | - |
| Employer contribution / active EE | $161 | $2,503-93.6% | $2,701-94.0% | - |
| Participant deferral / active EE | $3,163 | $3,755-15.8% | $3,817-17.1% | - |
| Admin fee / account holder | $32 | $9,426-99.7% | $3,224-99.0% | - |