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 | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,441 | $82,274-36.3% | $152,466-65.6% | $79,386-33.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 78.2%+21.8pp | 70.7%+29.3pp |
| Annual return | -77.45% | 7959.84%-8037.3pp | 757.33%-834.8pp | 116.85%-194.3pp |
| Employer contribution / active EE | $3,533 | $3,613-2.2% | $4,327-18.3% | $2,427+45.6% |
| Participant deferral / active EE | $3,373 | $4,969-32.1% | $5,820-42.1% | $4,046-16.6% |
| Admin fee / account holder | $10 | $632-98.4% | $15,805-99.9% | $626-98.3% |