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 | $160,943 | $63,346+154.1% | $92,233+74.5% | $70,131+129.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 21.47% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $4,503 | $2,471+82.2% | $3,679+22.4% | $2,342+92.3% |
| Participant deferral / active EE | $8,982 | $2,854+214.8% | $3,897+130.5% | $3,332+169.6% |
| Admin fee / account holder | $4 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |