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 | $9,681 |
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 | $161,100 | $72,607+121.9% | $90,749+77.5% | $66,914+140.8% |
| Participation rate | 88.3% | 73.7%+14.6pp | 75.7%+12.6pp | 69.8%+18.5pp |
| Annual return | -21.79% | -12.28%-9.5pp | -12.16%-9.6pp | 1.58%-23.4pp |
| Employer contribution / active EE | $3,079 | $2,369+30.0% | $2,921+5.4% | $2,544+21.0% |
| Participant deferral / active EE | $7,896 | $3,977+98.5% | $4,564+73.0% | $4,237+86.4% |
| Admin fee / account holder | $85 | $707-88.0% | $8,445-99.0% | $593-85.7% |