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 | $34,310 | $73,102-53.1% | $123,544-72.2% | $56,287-39.0% |
| Participation rate | 91.1% | 74.3%+16.8pp | 82.3%+8.9pp | 69.9%+21.3pp |
| Annual return | -9.79% | 3.01%-12.8pp | 119.20%-129.0pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,691 | $2,977-43.2% | $4,628-63.5% | $2,111-19.9% |
| Participant deferral / active EE | $11,180 | $5,423+106.2% | $6,426+74.0% | $3,350+233.8% |
| Admin fee / account holder | $0 | $554-99.9% | $9,284-100.0% | $521-99.9% |