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 | $175 |
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 | $59,431 | $54,320+9.4% | $67,652-12.2% | $52,331+13.6% |
| Participation rate | 90.3% | 73.6%+16.7pp | 75.7%+14.7pp | 68.1%+22.2pp |
| Annual return | -1.23% | 6.81%-8.0pp | 6625.04%-6626.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $743 | $1,544-51.9% | $2,266-67.2% | $1,882-60.5% |
| Participant deferral / active EE | $3,375 | $2,950+14.4% | $3,560-5.2% | $3,022+11.7% |
| Admin fee / account holder | $1 | $527-99.8% | $4,821-100.0% | $592-99.8% |