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 | $51,862 |
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 | $96,060 | $80,005+20.1% | $140,016-31.4% | $55,725+72.4% |
| Participation rate | 96.1% | 87.0%+9.1pp | 87.5%+8.6pp | 70.9%+25.2pp |
| Annual return | -4.52% | 0.46%-5.0pp | 651.12%-655.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $3,322 | $3,403-2.4% | $5,606-40.7% | $2,078+59.9% |
| Participant deferral / active EE | $11,129 | $5,264+111.4% | $6,927+60.7% | $3,356+231.7% |
| Admin fee / account holder | $143 | $116+23.8% | $10,705-98.7% | $115+24.4% |