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 | $125 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,725 | $44,873+204.7% | $79,464+72.1% | $56,287+142.9% |
| Participation rate | 87.6% | 68.7%+18.9pp | 73.3%+14.3pp | 69.9%+17.8pp |
| Annual return | -5.37% | 0.81%-6.2pp | 718.14%-723.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,668 | $2,140+24.7% | $2,800-4.7% | $2,111+26.4% |
| Participant deferral / active EE | $4,705 | $2,746+71.3% | $3,704+27.0% | $3,350+40.5% |
| Admin fee / account holder | $1 | $418-99.8% | $5,113-100.0% | $521-99.8% |