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 | $34,210 |
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 | $111,336 | $89,739+24.1% | $149,718-25.6% | $62,292+78.7% |
| Participation rate | 91.4% | 85.1%+6.3pp | 87.1%+4.3pp | 69.5%+21.8pp |
| Annual return | 22.68% | 21.01%+1.7pp | 1501.63%-1478.9pp | 28.90%-6.2pp |
| Employer contribution / active EE | $3,215 | $3,233-0.6% | $5,445-41.0% | $2,042+57.4% |
| Participant deferral / active EE | $10,335 | $4,797+115.4% | $6,569+57.3% | $3,169+226.1% |
| Admin fee / account holder | $109 | $551-80.3% | $11,283-99.0% | $479-77.3% |