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 | $34,582 |
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 | $33,379 | $75,388-55.7% | $123,544-73.0% | $55,725-40.1% |
| Participation rate | 73.7% | 75.7%-1.9pp | 82.3%-8.6pp | 70.9%+2.9pp |
| Annual return | -5.89% | 4.48%-10.4pp | 119.20%-125.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,531 | $3,063-50.0% | $4,628-66.9% | $2,078-26.3% |
| Participant deferral / active EE | $3,396 | $5,651-39.9% | $6,426-47.1% | $3,356+1.2% |
| Admin fee / account holder | $60 | $120-49.9% | $9,284-99.4% | $115-47.9% |