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 | $75 |
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 | $83,754 | $76,552+9.4% | $123,892-32.4% | $62,891+33.2% |
| Participation rate | 81.4% | 73.0%+8.5pp | 81.4%0pp | 69.3%+12.1pp |
| Annual return | 129.72% | 18.68%+111.0pp | 47.52%+82.2pp | 20.14%+109.6pp |
| Employer contribution / active EE | $1,417 | $2,883-50.9% | $4,617-69.3% | $2,281-37.9% |
| Participant deferral / active EE | $6,891 | $4,840+42.4% | $5,984+15.2% | $3,203+115.2% |
| Admin fee / account holder | $1 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |