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 | $11,324 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,714 | $69,305-8.1% | $82,313-22.6% | $69,631-8.5% |
| Participation rate | 76.4% | 80.3%-3.9pp | 76.9%-0.5pp | 70.7%+5.7pp |
| Annual return | 5.21% | 21.47%-16.3pp | 25.88%-20.7pp | 27571.02%-27565.8pp |
| Employer contribution / active EE | $1,658 | $1,887-12.1% | $2,428-31.7% | $2,032-18.4% |
| Participant deferral / active EE | $3,135 | $3,568-12.1% | $3,706-15.4% | $3,224-2.7% |
| Admin fee / account holder | $14 | $97-86.1% | $5,608-99.8% | $110-87.8% |