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 |
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 | $62,322 | $65,592-5.0% | $90,160-30.9% | $69,631-10.5% |
| Participation rate | 85.5% | 77.6%+7.9pp | 76.9%+8.6pp | 70.7%+14.8pp |
| Annual return | 62.54% | 57.10%+5.4pp | 34.88%+27.7pp | 27571.02%-27508.5pp |
| Employer contribution / active EE | $1,123 | $2,193-48.8% | $3,318-66.2% | $2,032-44.7% |
| Participant deferral / active EE | $4,780 | $5,257-9.1% | $5,288-9.6% | $3,224+48.3% |
| Admin fee / account holder | $77 | $86-10.0% | $5,943-98.7% | $110-30.2% |