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 7-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 | $68,256 |
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 | $78,136 | $100,801-22.5% | $149,696-47.8% | $73,409+6.4% |
| Participation rate | 86.7% | 77.7%+9.0pp | 82.5%+4.3pp | 72.2%+14.6pp |
| Annual return | 25.39% | 265.34%-239.9pp | 276.60%-251.2pp | 59.29%-33.9pp |
| Employer contribution / active EE | $1,949 | $3,312-41.1% | $4,644-58.0% | $2,234-12.7% |
| Participant deferral / active EE | $6,476 | $6,404+1.1% | $6,842-5.4% | $3,805+70.2% |
| Admin fee / account holder | $77 | $181-57.6% | $9,309-99.2% | $158-51.4% |