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 27 · EIN 35-1729164 | Advisory (Plan) | $41,297 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,332 |
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 | $212,962 | $89,355+138.3% | $141,162+50.9% | $72,985+191.8% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 26.60% | 111.85%-85.2pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,499 | $3,114-19.8% | $4,735-47.2% | $2,440+2.4% |
| Participant deferral / active EE | $9,587 | $5,418+76.9% | $6,709+42.9% | $3,607+165.8% |
| Admin fee / account holder | $275 | $5,958-95.4% | $10,261-97.3% | $5,124-94.6% |