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 | $175 |
Form 5500 reported that benefits due were not provided when due.
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 | $67,862 | $71,666-5.3% | $117,854-42.4% | $69,631-2.5% |
| Participation rate | 99.2% | 77.5%+21.6pp | 79.7%+19.5pp | 70.7%+28.5pp |
| Annual return | 16.52% | 18.86%-2.3pp | 335.08%-318.6pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,773 | $1,889-6.2% | $3,786-53.2% | $2,032-12.8% |
| Participant deferral / active EE | $3,814 | $3,340+14.2% | $4,482-14.9% | $3,224+18.3% |
| Admin fee / account holder | $59 | $120-50.7% | $8,020-99.3% | $110-46.2% |