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 | $75 |
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 | $43,662 | $58,083-24.8% | $80,019-45.4% | $56,287-22.4% |
| Participation rate | 73.8% | 73.6%+0.2pp | 75.8%-2.1pp | 69.9%+3.9pp |
| Annual return | -4.85% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,071 | $1,932-44.5% | $2,468-56.6% | $2,111-49.2% |
| Participant deferral / active EE | $2,826 | $3,135-9.9% | $3,686-23.3% | $3,350-15.6% |
| Admin fee / account holder | $1 | $623-99.9% | $6,521-100.0% | $521-99.9% |