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 | $150 |
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 | $45,296 | $63,299-28.4% | $91,001-50.2% | $62,292-27.3% |
| Participation rate | 72.9% | 73.3%-0.5pp | 75.6%-2.7pp | 69.5%+3.3pp |
| Annual return | 20.71% | 20.99%-0.3pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $991 | $1,807-45.1% | $2,456-59.6% | $2,042-51.5% |
| Participant deferral / active EE | $2,738 | $2,943-6.9% | $3,547-22.8% | $3,169-13.6% |
| Admin fee / account holder | $1 | $468-99.7% | $5,417-100.0% | $479-99.7% |