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 | $17,298 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $17,288 |
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 | $40,479 | $51,620-21.6% | $90,281-55.2% | $65,185-37.9% |
| Participation rate | 92.1% | 68.6%+23.5pp | 73.3%+18.9pp | 70.2%+21.9pp |
| Annual return | 21.43% | 24.94%-3.5pp | 78.10%-56.7pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,685 | $2,235-24.6% | $2,854-41.0% | $2,177-22.6% |
| Participant deferral / active EE | $2,174 | $2,871-24.2% | $3,885-44.0% | $3,514-38.1% |
| Admin fee / account holder | $182 | $384-52.5% | $5,351-96.6% | $847-78.5% |