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 | $25 |
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 | $79,611 | $75,183+5.9% | $123,892-35.7% | $55,167+44.3% |
| Participation rate | 89.8% | 72.8%+17.0pp | 81.4%+8.4pp | 69.0%+20.8pp |
| Annual return | 5.01% | 19.01%-14.0pp | 47.52%-42.5pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,117 | $2,823-25.0% | $4,617-54.1% | $1,963+7.9% |
| Participant deferral / active EE | $6,759 | $5,084+32.9% | $5,984+12.9% | $3,054+121.3% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |