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 | $699 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,425 | $72,770-81.6% | $67,652-80.2% | $55,191-75.7% |
| Participation rate | 89.1% | 78.8%+10.3pp | 75.7%+13.4pp | 69.2%+19.9pp |
| Annual return | 0.51% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $2,741 | $1,769+54.9% | $2,266+21.0% | $1,899+44.4% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-99.8% | $4,821-100.0% | $91-99.8% |