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 | -$1,721 |
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 | $83,651 | $55,453+50.9% | $170,442-50.9% | $62,292+34.3% |
| Participation rate | 96.9% | 66.4%+30.5pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 15.78% | 21.38%-5.6pp | 205.93%-190.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $4,944 | $2,164+128.5% | $5,433-9.0% | $2,042+142.1% |
| Participant deferral / active EE | $2,751 | $2,303+19.4% | $4,939-44.3% | $3,169-13.2% |
| Admin fee / account holder | $26 | $455-94.2% | $13,880-99.8% | $479-94.5% |