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 | $150 |
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 | $174,948 | $51,620+238.9% | $90,281+93.8% | $65,185+168.4% |
| Participation rate | 84.0% | 68.6%+15.3pp | 73.3%+10.7pp | 70.2%+13.8pp |
| Annual return | 23.43% | 24.94%-1.5pp | 78.10%-54.7pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,620 | $2,235+17.3% | $2,854-8.2% | $2,177+20.4% |
| Participant deferral / active EE | $4,393 | $2,871+53.0% | $3,885+13.1% | $3,514+25.0% |
| Admin fee / account holder | $1 | $384-99.7% | $5,351-100.0% | $847-99.9% |