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 | $0 |
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 | $192,418 | $37,117+418.4% | $147,614+30.4% | $55,191+248.6% |
| Participation rate | 94.4% | 63.6%+30.8pp | 84.6%+9.8pp | 69.2%+25.3pp |
| Annual return | 0.81% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $5,616 | $1,620+246.6% | $5,564+0.9% | $1,899+195.8% |
| Participant deferral / active EE | $5,332 | $1,985+168.5% | $4,895+8.9% | $3,046+75.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |