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 8-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 | $575 |
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 | $132,567 | $111,608+18.8% | $177,821-25.4% | $73,409+80.6% |
| Participation rate | 93.6% | 87.9%+5.7pp | 87.7%+5.9pp | 72.2%+21.4pp |
| Annual return | -64.60% | 18.23%-82.8pp | 48.32%-112.9pp | 59.29%-123.9pp |
| Employer contribution / active EE | $5,935 | $3,796+56.4% | $5,918+0.3% | $2,234+165.7% |
| Participant deferral / active EE | $5,955 | $6,199-3.9% | $7,714-22.8% | $3,805+56.5% |
| Admin fee / account holder | $1 | $166-99.5% | $12,427-100.0% | $158-99.4% |