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 70 · EIN 22-3675264 | Consulting Fees | $23,384 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,600 |
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 | $194,040 | $99,957+94.1% | $149,696+29.6% | $73,488+164.0% |
| Participation rate | 89.9% | 75.7%+14.2pp | 82.5%+7.4pp | 70.7%+19.2pp |
| Annual return | 19.10% | 53.87%-34.8pp | 276.60%-257.5pp | 28.51%-9.4pp |
| Employer contribution / active EE | $4,084 | $3,191+28.0% | $4,644-12.1% | $2,270+79.9% |
| Participant deferral / active EE | $9,112 | $6,073+50.1% | $6,842+33.2% | $3,740+143.7% |
| Admin fee / account holder | $105 | $551-80.9% | $9,309-98.9% | $513-79.5% |