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 | $125 |
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 | $96,791 | $47,977+101.7% | $154,107-37.2% | $56,287+72.0% |
| Participation rate | 99.0% | 66.2%+32.8pp | 83.0%+15.9pp | 69.9%+29.1pp |
| Annual return | 13.73% | 3.54%+10.2pp | 735.12%-721.4pp | -9.96%+23.7pp |
| Employer contribution / active EE | $5,423 | $2,169+150.1% | $5,298+2.4% | $2,111+156.9% |
| Participant deferral / active EE | $3,130 | $2,392+30.9% | $5,081-38.4% | $3,350-6.5% |
| Admin fee / account holder | $1 | $438-99.9% | $13,411-100.0% | $521-99.9% |