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 | $450 |
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 | $99,702 | $92,971+7.2% | $96,683+3.1% | $74,419+34.0% |
| Participation rate | 86.0% | 71.5%+14.5pp | 74.3%+11.7pp | 70.7%+15.3pp |
| Annual return | 18.92% | 37.49%-18.6pp | 35.69%-16.8pp | 34.38%-15.5pp |
| Employer contribution / active EE | $5,052 | $3,426+47.5% | $3,737+35.2% | $2,637+91.6% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $3 | $633-99.6% | $6,730-100.0% | $348-99.3% |