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 | $25 |
Participant 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 | $112,549 | $56,629+98.7% | $77,999+44.3% | $55,167+104.0% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.5%+21.1pp | 69.0%+27.6pp |
| Annual return | 6.09% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $5,356 | $1,723+210.9% | $2,470+116.8% | $1,963+172.9% |
| Participant deferral / active EE | $316 | $2,777-88.6% | $3,497-91.0% | $3,054-89.6% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |