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 | $350 |
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 | $28,838 | $65,376-55.9% | $87,100-66.9% | $65,185-55.8% |
| Participation rate | 92.7% | 75.3%+17.3pp | 76.9%+15.8pp | 70.2%+22.5pp |
| Annual return | 23.07% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,776 | $1,822-2.5% | $2,521-29.6% | $2,177-18.4% |
| Participant deferral / active EE | $770 | $3,388-77.3% | $4,049-81.0% | $3,514-78.1% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |