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 | $20,319 |
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 | $28,213 | $43,466-35.1% | $90,951-69.0% | $90,288-68.8% |
| Participation rate | 90.1% | 62.5%+27.7pp | 69.0%+21.1pp | 73.4%+16.8pp |
| Annual return | 20.21% | 25.26%-5.0pp | 134.60%-114.4pp | 53.97%-33.8pp |
| Employer contribution / active EE | $418 | $840-50.3% | $2,122-80.3% | $2,524-83.5% |
| Participant deferral / active EE | $2,650 | $2,138+24.0% | $3,373-21.4% | $4,232-37.4% |
| Admin fee / account holder | $70 | $92-23.4% | $5,959-98.8% | $114-38.3% |