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 | $25 |
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 | $43,123 | $75,183-42.6% | $123,892-65.2% | $55,167-21.8% |
| Participation rate | 89.0% | 72.8%+16.2pp | 81.4%+7.6pp | 69.0%+20.0pp |
| Annual return | 41.53% | 19.01%+22.5pp | 47.52%-6.0pp | 169.23%-127.7pp |
| Employer contribution / active EE | $4,531 | $2,823+60.5% | $4,617-1.9% | $1,963+130.9% |
| Participant deferral / active EE | $15,076 | $5,084+196.5% | $5,984+151.9% | $3,054+393.6% |
| Admin fee / account holder | $2 | $663-99.7% | $8,357-100.0% | $504-99.6% |