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 9-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 | $368 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,568 | $89,652-91.6% | $141,162-94.6% | $65,185-88.4% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.7pp | 70.2%+28.0pp |
| Annual return | 0.77% | 32.79%-32.0pp | 71.39%-70.6pp | 29.38%-28.6pp |
| Employer contribution / active EE | $1,035 | $3,065-66.2% | $4,735-78.1% | $2,177-52.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $569-99.4% | $10,261-100.0% | $847-99.6% |