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 | $3,937 |
Participant contribution per participant 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 | $47,303 | $85,202-44.5% | $172,739-72.6% | $72,985-35.2% |
| Participation rate | 95.1% | 70.1%+25.0pp | 82.6%+12.4pp | 69.5%+25.6pp |
| Annual return | 19.47% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,343 | $3,324-29.5% | $5,143-54.4% | $2,440-4.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $44 | $5,884-99.3% | $13,954-99.7% | $5,124-99.1% |