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 | $25 |
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 | $39,858 | $56,199-29.1% | $67,652-41.1% | $59,632-33.2% |
| Participation rate | 80.8% | 71.5%+9.4pp | 75.7%+5.2pp | 68.7%+12.2pp |
| Annual return | -0.46% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,724 | $1,614+68.7% | $2,266+20.2% | $2,203+23.7% |
| Participant deferral / active EE | $6,272 | $2,844+120.6% | $3,560+76.2% | $3,192+96.5% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |