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 | $100 |
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 | $37,798 | $50,464-25.1% | $75,781-50.1% | $52,331-27.8% |
| Participation rate | 88.9% | 66.8%+22.1pp | 75.8%+13.1pp | 68.1%+20.8pp |
| Annual return | 0.25% | 1.03%-0.8pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,397 | $1,988-29.8% | $3,323-58.0% | $1,882-25.8% |
| Participant deferral / active EE | $5,650 | $2,570+119.8% | $3,651+54.7% | $3,022+87.0% |
| Admin fee / account holder | $3 | $1,103-99.7% | $5,299-99.9% | $592-99.5% |