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 4-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 | $325 |
Participant contribution per participant 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 | $63,636 | $75,760-16.0% | $123,104-48.3% | $59,188+7.5% |
| Participation rate | 93.5% | 86.0%+7.5pp | 86.8%+6.7pp | 69.4%+24.1pp |
| Annual return | 0.06% | 2.93%-2.9pp | 13.22%-13.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $4,962 | $3,415+45.3% | $5,151-3.7% | $2,098+136.5% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,230-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-99.6% | $9,015-100.0% | $92-99.7% |