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 | -$17,903 |
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 | $186,509 | $78,781+136.7% | $100,516+85.6% | $73,409+154.1% |
| Participation rate | 94.6% | 80.0%+14.5pp | 79.4%+15.2pp | 72.2%+22.4pp |
| Annual return | 17.83% | 31.69%-13.9pp | 30.89%-13.1pp | 59.29%-41.5pp |
| Employer contribution / active EE | $5,917 | $2,420+144.6% | $3,418+73.1% | $2,234+164.9% |
| Participant deferral / active EE | $7,498 | $6,537+14.7% | $6,270+19.6% | $3,805+97.0% |
| Admin fee / account holder | -$29 | $145-119.6% | $8,081-100.4% | $158-118.1% |