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 | $26,233 |
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 | $155,122 | $49,138+215.7% | $84,015+84.6% | $65,185+138.0% |
| Participation rate | 92.6% | 60.7%+31.9pp | 69.0%+23.6pp | 70.2%+22.4pp |
| Annual return | 22.45% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,455 | $914+168.6% | $1,983+23.8% | $2,177+12.8% |
| Participant deferral / active EE | $4,629 | $2,397+93.1% | $3,239+42.9% | $3,514+31.7% |
| Admin fee / account holder | $178 | $543-67.2% | $6,101-97.1% | $847-78.9% |