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 | $23,624 |
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 | $57,123 | $66,310-13.9% | $93,606-39.0% | $65,185-12.4% |
| Participation rate | 91.7% | 74.0%+17.7pp | 75.8%+15.9pp | 70.2%+21.5pp |
| Annual return | 22.12% | 42.58%-20.5pp | 32.76%-10.6pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,511 | $2,012-24.9% | $2,718-44.4% | $2,177-30.6% |
| Participant deferral / active EE | $4,728 | $3,342+41.5% | $4,069+16.2% | $3,514+34.6% |
| Admin fee / account holder | $187 | $6,897-97.3% | $7,888-97.6% | $847-77.9% |