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 | $50 |
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 | $82,655 | $54,320+52.2% | $67,652+22.2% | $52,331+57.9% |
| Participation rate | 91.3% | 73.6%+17.7pp | 75.7%+15.6pp | 68.1%+23.2pp |
| Annual return | 1.46% | 6.81%-5.3pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,313 | $1,544+114.6% | $2,266+46.2% | $1,882+76.1% |
| Participant deferral / active EE | $3,699 | $2,950+25.4% | $3,560+3.9% | $3,022+22.4% |
| Admin fee / account holder | $1 | $527-99.7% | $4,821-100.0% | $592-99.8% |