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 5-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 |
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 | $155,461 | $65,592+137.0% | $90,160+72.4% | $69,631+123.3% |
| Participation rate | 92.8% | 77.6%+15.1pp | 76.9%+15.9pp | 70.7%+22.1pp |
| Annual return | 19.74% | 57.10%-37.4pp | 34.88%-15.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $5,033 | $2,193+129.5% | $3,318+51.7% | $2,032+147.7% |
| Participant deferral / active EE | $8,595 | $5,257+63.5% | $5,288+62.5% | $3,224+166.6% |
| Admin fee / account holder | -$60 | $86-169.7% | $5,943-101.0% | $110-154.1% |