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 | $5,406 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,779 | $78,422+43.8% | $95,952+17.5% | $79,858+41.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.61% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,514 | $1,945+80.7% | $2,541+38.3% | $2,471+42.2% |
| Participant deferral / active EE | $849 | $3,440-75.3% | $4,167-79.6% | $3,740-77.3% |
| Admin fee / account holder | $45 | $5,622-99.2% | $6,795-99.3% | $5,306-99.2% |