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 | -$34,008 |
Annual investment return 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 | $125,798 | $65,592+91.8% | $90,160+39.5% | $69,631+80.7% |
| Participation rate | 88.4% | 77.6%+10.7pp | 76.9%+11.5pp | 70.7%+17.7pp |
| Annual return | 15.37% | 57.10%-41.7pp | 34.88%-19.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $4,841 | $2,193+120.8% | $3,318+45.9% | $2,032+138.2% |
| Participant deferral / active EE | $5,966 | $5,257+13.5% | $5,288+12.8% | $3,224+85.1% |
| Admin fee / account holder | -$45 | $86-152.7% | $5,943-100.8% | $110-140.9% |