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 5-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 | $17,854 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $17,039 |
Employer contribution per participant 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 | $59,317 | $106,110-44.1% | $147,005-59.6% | $77,671-23.6% |
| Participation rate | 82.6% | 78.4%+4.2pp | 82.2%+0.5pp | 70.6%+12.0pp |
| Annual return | 27.99% | 56.77%-28.8pp | 418.76%-390.8pp | 31.21%-3.2pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $13,623 | $7,992+70.5% | $8,070+68.8% | $4,648+193.1% |
| Admin fee / account holder | $74 | $338-78.0% | $13,006-99.4% | $430-82.7% |