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 | $200 |
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 | $23,699 | $54,320-56.4% | $67,652-65.0% | $52,331-54.7% |
| Participation rate | 85.6% | 73.6%+12.0pp | 75.7%+10.0pp | 68.1%+17.5pp |
| Annual return | 0.68% | 6.81%-6.1pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,890 | $1,544+22.4% | $2,266-16.6% | $1,882+0.4% |
| Participant deferral / active EE | $2,757 | $2,950-6.5% | $3,560-22.6% | $3,022-8.8% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |