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 | Sub-TA Fees | $0 |
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 | $28,149 | $65,118-56.8% | $76,768-63.3% | $55,725-49.5% |
| Participation rate | 87.1% | 79.6%+7.5pp | 77.0%+10.2pp | 70.9%+16.3pp |
| Annual return | -4.31% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $800 | $1,941-58.8% | $2,485-67.8% | $2,078-61.5% |
| Participant deferral / active EE | $2,145 | $3,688-41.8% | $3,852-44.3% | $3,356-36.1% |
| Admin fee / account holder | $26 | $116-77.5% | $6,675-99.6% | $115-77.4% |