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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,982 | $104,475+6.2% | $159,436-30.4% | $79,386+39.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.95% | 67.95%-54.0pp | 263.57%-249.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,488 | $3,417-27.2% | $4,829-48.5% | $2,427+2.5% |
| Participant deferral / active EE | $7,376 | $6,467+14.1% | $7,352+0.3% | $4,046+82.3% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |