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 | $75 |
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 | $44,847 | $58,726-23.6% | $92,233-51.4% | $62,292-28.0% |
| Participation rate | 81.1% | 68.3%+12.8pp | 76.5%+4.6pp | 69.5%+11.6pp |
| Annual return | 20.69% | 43.62%-22.9pp | 176.28%-155.6pp | 28.90%-8.2pp |
| Employer contribution / active EE | $1,623 | $2,392-32.1% | $3,679-55.9% | $2,042-20.5% |
| Participant deferral / active EE | $5,409 | $2,766+95.6% | $3,897+38.8% | $3,169+70.7% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-99.9% | $479-99.4% |