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 27 · EIN 26-0058143 | Advisory (Plan) | $66,171 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,161 |
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 | $220,946 | $79,519+177.9% | $95,952+130.3% | $73,409+201.0% |
| Participation rate | 99.2% | 81.2%+18.1pp | 77.1%+22.2pp | 72.2%+27.1pp |
| Annual return | 16.76% | 19.20%-2.4pp | 91.61%-74.9pp | 59.29%-42.5pp |
| Employer contribution / active EE | $1,846 | $2,048-9.8% | $2,541-27.3% | $2,234-17.3% |
| Participant deferral / active EE | $8,447 | $4,138+104.1% | $4,167+102.7% | $3,805+122.0% |
| Admin fee / account holder | $232 | $184+26.0% | $6,795-96.6% | $158+47.1% |