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 | $75 |
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 | $143,275 | $46,732+206.6% | $156,549-8.5% | $55,167+159.7% |
| Participation rate | 91.0% | 65.8%+25.2pp | 84.0%+7.0pp | 69.0%+22.0pp |
| Annual return | 8.14% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $7,488 | $2,105+255.7% | $5,501+36.1% | $1,963+281.6% |
| Participant deferral / active EE | $6,339 | $2,204+187.6% | $4,871+30.1% | $3,054+107.5% |
| Admin fee / account holder | $1 | $418-99.8% | $13,027-100.0% | $504-99.9% |