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 | $425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,604 | $55,415+106.8% | $155,509-26.3% | $74,495+53.8% |
| Participation rate | 66.4% | 61.9%+4.5pp | 78.2%-11.8pp | 67.2%-0.8pp |
| Annual return | 10.05% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $4,421 | $2,267+95.0% | $4,672-5.4% | $2,623+68.5% |
| Participant deferral / active EE | $3,968 | $2,836+39.9% | $5,626-29.5% | $4,346-8.7% |
| Admin fee / account holder | $60 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |