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 8-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 27 · EIN 47-1411118 | Advisory (Plan) | $17,817 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,444 |
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 | $97,547 | $72,277+35.0% | $101,248-3.7% | $79,858+22.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+15.9pp | 69.6%+22.1pp |
| Annual return | 13.78% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,623 | $2,692-2.5% | $3,660-28.3% | $2,471+6.2% |
| Participant deferral / active EE | $4,798 | $3,282+46.2% | $4,370+9.8% | $3,740+28.3% |
| Admin fee / account holder | $239 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |