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 | $2,080 |
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 | $63,537 | $65,118-2.4% | $76,768-17.2% | $55,725+14.0% |
| Participation rate | 76.1% | 79.6%-3.5pp | 77.0%-0.9pp | 70.9%+5.2pp |
| Annual return | 0.22% | -1.27%+1.5pp | 2.43%-2.2pp | 244.93%-244.7pp |
| Employer contribution / active EE | $1,631 | $1,941-16.0% | $2,485-34.4% | $2,078-21.5% |
| Participant deferral / active EE | $3,220 | $3,688-12.7% | $3,852-16.4% | $3,356-4.0% |
| Admin fee / account holder | $2 | $116-97.9% | $6,675-100.0% | $115-97.9% |