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 | $225 |
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 | $13,707 | $61,473-77.7% | $81,930-83.3% | $73,409-81.3% |
| Participation rate | 98.3% | 72.4%+25.9pp | 72.0%+26.3pp | 72.2%+26.1pp |
| Annual return | 15.79% | 28.26%-12.5pp | 29.49%-13.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,310 | $1,898-31.0% | $4,310-69.6% | $2,234-41.4% |
| Participant deferral / active EE | $1,468 | $3,080-52.3% | $7,107-79.3% | $3,805-61.4% |
| Admin fee / account holder | $4 | $125-96.9% | $5,158-99.9% | $158-97.5% |