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 | $898 |
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 | $92,214 | $80,177+15.0% | $123,892-25.6% | $57,658+59.9% |
| Participation rate | 97.5% | 74.4%+23.1pp | 81.4%+16.1pp | 70.2%+27.3pp |
| Annual return | 8.79% | 17.90%-9.1pp | 47.52%-38.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,098 | $2,913-28.0% | $4,617-54.6% | $1,974+6.3% |
| Participant deferral / active EE | $7,842 | $5,130+52.9% | $5,984+31.1% | $3,061+156.2% |
| Admin fee / account holder | $2 | $106-98.2% | $8,357-100.0% | $95-98.0% |