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 | $425 |
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 | $71,783 | $55,790+28.7% | $76,817-6.6% | $67,579+6.2% |
| Participation rate | 99.4% | 71.1%+28.3pp | 72.1%+27.4pp | 71.3%+28.2pp |
| Annual return | 22.33% | 64.45%-42.1pp | 1166.11%-1143.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $3,571 | $1,810+97.3% | $2,302+55.1% | $2,148+66.3% |
| Participant deferral / active EE | $3,637 | $2,875+26.5% | $3,336+9.0% | $3,539+2.8% |
| Admin fee / account holder | $1 | $159-99.3% | $6,420-100.0% | $142-99.3% |