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 | $4,101 |
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 | $30,685 | $66,310-53.7% | $93,606-67.2% | $65,185-52.9% |
| Participation rate | 83.2% | 74.0%+9.2pp | 75.8%+7.3pp | 70.2%+13.0pp |
| Annual return | 30.65% | 42.58%-11.9pp | 32.76%-2.1pp | 29.38%+1.3pp |
| Employer contribution / active EE | $1,603 | $2,012-20.3% | $2,718-41.0% | $2,177-26.4% |
| Participant deferral / active EE | $3,357 | $3,342+0.5% | $4,069-17.5% | $3,514-4.5% |
| Admin fee / account holder | $33 | $6,897-99.5% | $7,888-99.6% | $847-96.1% |