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 13-2656306 | Sub-TA Fees | $36,791 |
Service code 12 · EIN 23-3038464 | Contract Administrator; Recordkeeping... | $11,012 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,152 | $89,739-28.5% | $149,718-57.2% | $62,292+3.0% |
| Participation rate | 82.9% | 85.1%-2.2pp | 87.1%-4.2pp | 69.5%+13.4pp |
| Annual return | 16.11% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $406 | $3,233-87.4% | $5,445-92.5% | $2,042-80.1% |
| Participant deferral / active EE | $3,518 | $4,797-26.7% | $6,569-46.4% | $3,169+11.0% |
| Admin fee / account holder | $72 | $551-86.9% | $11,283-99.4% | $479-84.9% |