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 | $4,775 |
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 | $34,856 | $75,284-53.7% | $91,001-61.7% | $69,631-49.9% |
| Participation rate | 96.8% | 80.4%+16.4pp | 75.6%+21.2pp | 70.7%+26.1pp |
| Annual return | 40.91% | 48.40%-7.5pp | 4.60%+36.3pp | 27571.02%-27530.1pp |
| Employer contribution / active EE | $2,595 | $2,473+5.0% | $2,456+5.7% | $2,032+27.7% |
| Participant deferral / active EE | $3,223 | $3,700-12.9% | $3,547-9.1% | $3,2240% |
| Admin fee / account holder | $14 | $111-87.2% | $5,417-99.7% | $110-87.2% |