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 | $25 |
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 | $111,914 | $54,320+106.0% | $67,652+65.4% | $52,331+113.9% |
| Participation rate | 76.5% | 73.6%+2.9pp | 75.7%+0.8pp | 68.1%+8.4pp |
| Annual return | 0.69% | 6.81%-6.1pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,294 | $1,544+48.6% | $2,266+1.3% | $1,882+21.9% |
| Participant deferral / active EE | $4,087 | $2,950+38.5% | $3,560+14.8% | $3,022+35.2% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |