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 | $92,731 | $80,753+14.8% | $136,294-32.0% | $62,292+48.9% |
| Participation rate | 96.6% | 73.5%+23.1pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 17.80% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,340 | $2,884-18.8% | $4,695-50.2% | $2,042+14.6% |
| Participant deferral / active EE | $7,599 | $5,164+47.2% | $6,247+21.6% | $3,169+139.8% |
| Admin fee / account holder | $0 | $525-99.9% | $9,243-100.0% | $479-99.9% |