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 | $91,643 |
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 | $102,196 | $75,388+35.6% | $123,544-17.3% | $55,725+83.4% |
| Participation rate | 95.2% | 75.7%+19.5pp | 82.3%+12.9pp | 70.9%+24.3pp |
| Annual return | 3.91% | 4.48%-0.6pp | 119.20%-115.3pp | 244.93%-241.0pp |
| Employer contribution / active EE | $2,316 | $3,063-24.4% | $4,628-50.0% | $2,078+11.5% |
| Participant deferral / active EE | $9,458 | $5,651+67.4% | $6,426+47.2% | $3,356+181.9% |
| Admin fee / account holder | $196 | $120+63.9% | $9,284-97.9% | $115+70.4% |