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 | $175 |
Participant 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 | $98,317 | $78,275+25.6% | $109,143-9.9% | $86,799+13.3% |
| Participation rate | 93.6% | 73.8%+19.8pp | 75.9%+17.7pp | 72.3%+21.3pp |
| Annual return | 15.80% | 19.14%-3.3pp | 25.75%-10.0pp | 97.91%-82.1pp |
| Employer contribution / active EE | $10,265 | $3,105+230.6% | $3,722+175.8% | $2,405+326.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $198-99.7% | $6,752-100.0% | $170-99.7% |