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 | $150 |
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 | $127,907 | $52,953+141.5% | $172,739-26.0% | $65,185+96.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 23.15% | 30.12%-7.0pp | 802.84%-779.7pp | 29.38%-6.2pp |
| Employer contribution / active EE | $8,750 | $2,190+299.6% | $5,143+70.1% | $2,177+302.0% |
| Participant deferral / active EE | $6,765 | $2,471+173.8% | $5,198+30.2% | $3,514+92.5% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |