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 | $150 |
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 | $146,903 | $73,638+99.5% | $95,952+53.1% | $73,488+99.9% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 14.75% | 16.78%-2.0pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $4,570 | $1,863+145.3% | $2,541+79.9% | $2,270+101.3% |
| Participant deferral / active EE | $5,344 | $3,617+47.7% | $4,167+28.2% | $3,740+42.9% |
| Admin fee / account holder | $9 | $482-98.1% | $6,795-99.9% | $513-98.2% |