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 | $107,887 |
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 | $67,257 | $91,517-26.5% | $101,248-33.6% | $73,409-8.4% |
| Participation rate | 75.4% | 73.8%+1.6pp | 75.8%-0.4pp | 72.2%+3.2pp |
| Annual return | 39.05% | 17.17%+21.9pp | 46.47%-7.4pp | 59.29%-20.2pp |
| Employer contribution / active EE | $1,814 | $2,877-36.9% | $3,660-50.4% | $2,234-18.8% |
| Participant deferral / active EE | $3,199 | $3,338-4.2% | $4,370-26.8% | $3,805-15.9% |
| Admin fee / account holder | $178 | $216-17.7% | $5,945-97.0% | $158+12.6% |