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 | $100 |
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 | $93,723 | $60,165+55.8% | $74,183+26.3% | $55,167+69.9% |
| Participation rate | 96.6% | 74.2%+22.4pp | 76.6%+20.0pp | 69.0%+27.6pp |
| Annual return | 7.23% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,641 | $1,600+127.6% | $2,370+53.6% | $1,963+85.5% |
| Participant deferral / active EE | $4,009 | $2,973+34.9% | $3,550+12.9% | $3,054+31.3% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |