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 | $250 |
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 | $79,060 | $67,606+16.9% | $82,313-4.0% | $70,131+12.7% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 12.45% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $4,464 | $1,755+154.4% | $2,428+83.8% | $2,342+90.6% |
| Participant deferral / active EE | $4,811 | $2,987+61.1% | $3,706+29.8% | $3,332+44.4% |
| Admin fee / account holder | $2 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |