Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,604 | $55,472+106.6% | $155,567-26.3% | $74,546+53.7% |
| Participation rate | 66.4% | 61.9%+4.5pp | 78.2%-11.8pp | 67.2%-0.8pp |
| Annual return | 10.05% | 268.72%-258.7pp | 64.74%-54.7pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $4,421 | $2,269+94.8% | $4,674-5.4% | $2,624+68.5% |
| Participant deferral / active EE | $3,968 | $2,838+39.8% | $5,628-29.5% | $4,347-8.7% |
| Admin fee / account holder | $60 | $1,743-96.5% | $15,916-99.6% | $1,944-96.9% |