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 | $200 |
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 | $53,474 | $66,310-19.4% | $93,606-42.9% | $65,185-18.0% |
| Participation rate | 75.2% | 74.0%+1.2pp | 75.8%-0.6pp | 70.2%+5.0pp |
| Annual return | 23.41% | 42.58%-19.2pp | 32.76%-9.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,239 | $2,012-38.4% | $2,718-54.4% | $2,177-43.1% |
| Participant deferral / active EE | $3,176 | $3,342-5.0% | $4,069-21.9% | $3,514-9.6% |
| Admin fee / account holder | $2 | $6,897-100.0% | $7,888-100.0% | $847-99.8% |