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 | $200,755 | $46,173+334.8% | $170,442+17.8% | $69,631+188.3% |
| Participation rate | 94.5% | 63.9%+30.6pp | 83.6%+10.9pp | 70.7%+23.8pp |
| Annual return | 19.26% | 21.62%-2.4pp | 205.93%-186.7pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $3,467 | $1,610+115.4% | $5,433-36.2% | $2,032+70.6% |
| Participant deferral / active EE | $5,000 | $2,080+140.4% | $4,939+1.2% | $3,224+55.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |