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 | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,120 | $45,602+128.3% | $117,472-11.4% | $66,914+55.6% |
| Participation rate | 64.2% | 57.6%+6.6pp | 70.6%-6.4pp | 69.8%-5.6pp |
| Annual return | -13.78% | -16.74%+3.0pp | 29.74%-43.5pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,412 | $1,579+52.8% | $4,176-42.2% | $2,544-5.2% |
| Participant deferral / active EE | $2,793 | $2,845-1.8% | $4,070-31.4% | $4,237-34.1% |
| Admin fee / account holder | $15 | $661-97.7% | $5,645-99.7% | $593-97.5% |