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 10 · EIN 41-1360831 | Accounting | $13,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
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 | $213,788 | $62,928+239.7% | $172,739+23.8% | $67,579+216.4% |
| Participation rate | 92.9% | 64.5%+28.4pp | 82.6%+10.2pp | 71.3%+21.6pp |
| Annual return | 22.31% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $8,187 | $1,636+400.4% | $5,143+59.2% | $2,148+281.2% |
| Participant deferral / active EE | $5,726 | $2,145+167.0% | $5,198+10.2% | $3,539+61.8% |
| Admin fee / account holder | $42 | $167-74.9% | $13,954-99.7% | $142-70.6% |