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 | $2,474 |
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 | $59,812 | $50,106+19.4% | $70,014-14.6% | $57,658+3.7% |
| Participation rate | 93.8% | 70.9%+22.9pp | 71.8%+22.0pp | 70.2%+23.6pp |
| Annual return | 10.23% | 14.58%-4.3pp | 12.99%-2.8pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,519 | $1,739-12.7% | $2,338-35.0% | $1,974-23.0% |
| Participant deferral / active EE | $4,444 | $2,486+78.8% | $2,931+51.6% | $3,061+45.2% |
| Admin fee / account holder | $175 | $89+96.4% | $4,380-96.0% | $95+85.3% |