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 | $9,125 |
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 | $73,552 | $64,909+13.3% | $82,313-10.6% | $62,292+18.1% |
| Participation rate | 87.7% | 74.9%+12.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 18.71% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $629 | $1,676-62.4% | $2,428-74.1% | $2,042-69.2% |
| Participant deferral / active EE | $2,346 | $3,103-24.4% | $3,706-36.7% | $3,169-26.0% |
| Admin fee / account holder | $68 | $440-84.5% | $5,608-98.8% | $479-85.8% |