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 | $2,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,769 | $78,419+1.7% | $133,956-40.5% | $73,409+8.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 79.8%+14.8pp | 72.2%+22.5pp |
| Annual return | 12.37% | 33.35%-21.0pp | 45.09%-32.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $868 | $2,044-57.5% | $3,919-77.9% | $2,234-61.1% |
| Participant deferral / active EE | $5,026 | $3,925+28.0% | $5,048-0.4% | $3,805+32.1% |
| Admin fee / account holder | $16 | $161-89.9% | $8,927-99.8% | $158-89.7% |