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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,812 | $54,320+13.8% | $67,652-8.6% | $52,331+18.1% |
| Participation rate | 79.8% | 73.6%+6.2pp | 75.7%+4.2pp | 68.1%+11.7pp |
| Annual return | -2.86% | 6.81%-9.7pp | 6625.04%-6627.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,934 | $1,544+25.3% | $2,266-14.7% | $1,882+2.8% |
| Participant deferral / active EE | $4,973 | $2,950+68.6% | $3,560+39.7% | $3,022+64.6% |
| Admin fee / account holder | $23 | $527-95.7% | $4,821-99.5% | $592-96.2% |