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 | $250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,635 | $64,909-55.9% | $82,313-65.2% | $62,292-54.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.65% | 21.18%-1.5pp | 25.88%-6.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,249 | $1,676+34.2% | $2,428-7.4% | $2,042+10.1% |
| Participant deferral / active EE | $933 | $3,103-69.9% | $3,706-74.8% | $3,169-70.5% |
| Admin fee / account holder | $1 | $440-99.7% | $5,608-100.0% | $479-99.7% |