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 |
|---|---|---|
Filed as: SAFEGUARD SECURITIES Service code 99 · EIN 23-2697799 | Other Fees | $9,362 |
TEGRIT GROUP2+ years Service code 99 | Other Fees | $4,972 |
APPLE GROWTH PARTNERS2+ years Service code 99 · EIN 03-4160914 | Other Fees | $0 |
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 | $143,625 | $63,299+126.9% | $91,001+57.8% | $62,292+130.6% |
| Participation rate | 70.0% | 73.3%-3.3pp | 75.6%-5.6pp | 69.5%+0.5pp |
| Annual return | 18.15% | 20.99%-2.8pp | 4.60%+13.6pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,969 | $2,943+68.9% | $3,547+40.1% | $3,169+56.8% |
| Admin fee / account holder | $21 | $468-95.5% | $5,417-99.6% | $479-95.6% |