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 | $67,314 |
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 | $41,851 | $57,921-27.7% | $84,750-50.6% | $57,658-27.4% |
| Participation rate | 73.0% | 72.9%0pp | 76.6%-3.6pp | 70.2%+2.7pp |
| Annual return | 20.85% | 10.24%+10.6pp | 22.78%-1.9pp | 5.13%+15.7pp |
| Employer contribution / active EE | $2,057 | $2,598-20.8% | $3,574-42.4% | $1,974+4.2% |
| Participant deferral / active EE | $2,433 | $2,742-11.3% | $3,712-34.5% | $3,061-20.5% |
| Admin fee / account holder | $129 | $130-0.2% | $5,332-97.6% | $95+36.9% |