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 | $0 |
Annual investment return 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 | $118,753 | $50,666+134.4% | $76,817+54.6% | $65,185+82.2% |
| Participation rate | 86.4% | 68.8%+17.6pp | 72.1%+14.3pp | 70.2%+16.2pp |
| Annual return | 16.03% | 28.51%-12.5pp | 1166.11%-1150.1pp | 29.38%-13.4pp |
| Employer contribution / active EE | $4,833 | $1,575+206.9% | $2,302+110.0% | $2,177+122.1% |
| Participant deferral / active EE | $3,508 | $2,647+32.5% | $3,336+5.2% | $3,514-0.2% |
| Admin fee / account holder | $0 | $463-100.0% | $6,420-100.0% | $847-100.0% |