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 | $51,666 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $19,995 |
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 | $51,625 | $54,390-5.1% | $117,039-55.9% | $69,631-25.9% |
| Participation rate | 93.5% | 58.5%+34.9pp | 77.2%+16.3pp | 70.7%+22.8pp |
| Annual return | 26.23% | 18.33%+7.9pp | 18.95%+7.3pp | 27571.02%-27544.8pp |
| Employer contribution / active EE | $1,812 | $1,357+33.6% | $3,785-52.1% | $2,032-10.8% |
| Participant deferral / active EE | $5,104 | $2,076+145.9% | $3,929+29.9% | $3,224+58.3% |
| Admin fee / account holder | $107 | $98+9.7% | $5,974-98.2% | $110-2.9% |