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 | $100 |
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 | $212,607 | $60,124+253.6% | $90,404+135.2% | $79,858+166.2% |
| Participation rate | 85.1% | 65.0%+20.1pp | 72.7%+12.4pp | 69.6%+15.5pp |
| Annual return | 17.34% | 71.94%-54.6pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,675 | $2,068+29.3% | $3,262-18.0% | $2,471+8.2% |
| Participant deferral / active EE | $4,659 | $2,938+58.6% | $3,963+17.6% | $3,740+24.6% |
| Admin fee / account holder | $1 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |