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 |
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 | $111,147 | $59,186+87.8% | $76,768+44.8% | $56,287+97.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -1.49% | 6.62%-8.1pp | 2.43%-3.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $3,412 | $1,759+94.0% | $2,485+37.3% | $2,111+61.6% |
| Participant deferral / active EE | $4,815 | $3,255+47.9% | $3,852+25.0% | $3,350+43.7% |
| Admin fee / account holder | $40 | $489-91.9% | $6,675-99.4% | $521-92.4% |