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 8-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 | $26,376 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,084 | $42,548+198.7% | $74,550+70.5% | $56,287+125.8% |
| Participation rate | 90.3% | 60.5%+29.8pp | 69.1%+21.2pp | 69.9%+20.5pp |
| Annual return | -7.19% | 12.40%-19.6pp | 32.53%-39.7pp | -9.96%+2.8pp |
| Employer contribution / active EE | $3,002 | $855+251.1% | $1,961+53.1% | $2,111+42.2% |
| Participant deferral / active EE | $4,232 | $2,277+85.9% | $3,108+36.2% | $3,350+26.3% |
| Admin fee / account holder | $183 | $467-60.8% | $5,060-96.4% | $521-64.8% |