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 | $97,307 | $70,667+37.7% | $123,104-21.0% | $52,331+85.9% |
| Participation rate | 93.4% | 83.7%+9.7pp | 86.8%+6.6pp | 68.1%+25.3pp |
| Annual return | 1.30% | 6.23%-4.9pp | 13.22%-11.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $9,777 | $2,946+231.9% | $5,151+89.8% | $1,882+419.6% |
| Participant deferral / active EE | $11,354 | $4,493+152.7% | $6,230+82.3% | $3,022+275.7% |
| Admin fee / account holder | $1 | $506-99.8% | $9,015-100.0% | $592-99.8% |