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 | $9,683 |
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 | $48,585 | $54,320-10.6% | $67,652-28.2% | $52,331-7.2% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.7%+9.6pp | 68.1%+17.2pp |
| Annual return | 1.51% | 6.81%-5.3pp | 6625.04%-6623.5pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,635 | $1,544+5.9% | $2,266-27.8% | $1,882-13.1% |
| Participant deferral / active EE | $1,813 | $2,950-38.5% | $3,560-49.1% | $3,022-40.0% |
| Admin fee / account holder | $58 | $527-88.9% | $4,821-98.8% | $592-90.1% |