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 | -$44,625 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,925 | $98,982+206.0% | $162,163+86.8% | $65,185+364.7% |
| Participation rate | 92.5% | 85.8%+6.7pp | 87.6%+5.0pp | 70.2%+22.3pp |
| Annual return | 20.79% | 24.84%-4.0pp | 115.59%-94.8pp | 29.38%-8.6pp |
| Employer contribution / active EE | $13,330 | $3,467+284.5% | $5,614+137.4% | $2,177+512.4% |
| Participant deferral / active EE | $9,002 | $5,384+67.2% | $7,298+23.3% | $3,514+156.2% |
| Admin fee / account holder | -$230 | $596-138.6% | $10,843-102.1% | $847-127.2% |