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 | $150 |
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 | $67,229 | $91,517-26.5% | $101,248-33.6% | $73,409-8.4% |
| Participation rate | 80.9% | 73.8%+7.1pp | 75.8%+5.1pp | 72.2%+8.7pp |
| Annual return | 20.64% | 17.17%+3.5pp | 46.47%-25.8pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,991 | $2,877-30.8% | $3,660-45.6% | $2,234-10.9% |
| Participant deferral / active EE | $6,636 | $3,338+98.8% | $4,370+51.8% | $3,805+74.4% |
| Admin fee / account holder | $4 | $216-98.0% | $5,945-99.9% | $158-97.3% |