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 | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,355 | $79,519-61.8% | $95,952-68.4% | $73,409-58.6% |
| Participation rate | 94.1% | 81.2%+13.0pp | 77.1%+17.1pp | 72.2%+22.0pp |
| Annual return | 20.73% | 19.20%+1.5pp | 91.61%-70.9pp | 59.29%-38.6pp |
| Employer contribution / active EE | $1,730 | $2,048-15.5% | $2,541-31.9% | $2,234-22.6% |
| Participant deferral / active EE | $769 | $4,138-81.4% | $4,167-81.6% | $3,805-79.8% |
| Admin fee / account holder | $1 | $184-99.7% | $6,795-100.0% | $158-99.6% |