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 | $375 |
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 | $60,325 | $48,261+25.0% | $68,793-12.3% | $55,725+8.3% |
| Participation rate | 98.6% | 71.0%+27.5pp | 72.2%+26.3pp | 70.9%+27.7pp |
| Annual return | -6.08% | -2.61%-3.5pp | -4.63%-1.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $3,212 | $1,742+84.3% | $2,625+22.3% | $2,078+54.5% |
| Participant deferral / active EE | $3,240 | $2,712+19.5% | $3,311-2.1% | $3,356-3.4% |
| Admin fee / account holder | $1 | $126-99.2% | $5,131-100.0% | $115-99.2% |