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 | $385 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,177 | $59,186+52.4% | $76,768+17.5% | $56,287+60.2% |
| Participation rate | 76.8% | 75.2%+1.6pp | 77.0%-0.2pp | 69.9%+6.9pp |
| Annual return | 10.14% | 6.62%+3.5pp | 2.43%+7.7pp | -9.96%+20.1pp |
| Employer contribution / active EE | $142 | $1,759-91.9% | $2,485-94.3% | $2,111-93.3% |
| Participant deferral / active EE | $2,442 | $3,255-25.0% | $3,852-36.6% | $3,350-27.1% |
| Admin fee / account holder | $3 | $489-99.3% | $6,675-100.0% | $521-99.4% |