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 7-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 | $4,114 |
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 | $95,089 | $80,753+17.8% | $136,294-30.2% | $62,292+52.6% |
| Participation rate | 91.3% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.8pp |
| Annual return | 16.40% | 35.83%-19.4pp | 5155.94%-5139.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $349 | $2,884-87.9% | $4,695-92.6% | $2,042-82.9% |
| Participant deferral / active EE | $6,359 | $5,164+23.1% | $6,247+1.8% | $3,169+100.7% |
| Admin fee / account holder | $26 | $525-95.1% | $9,243-99.7% | $479-94.7% |