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 | $525 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,424 | $56,503-0.1% | $70,092-19.5% | $64,808-12.9% |
| Participation rate | 95.5% | 70.5%+25.1pp | 70.5%+25.1pp | 71.5%+24.1pp |
| Annual return | -17.22% | -13.44%-3.8pp | 190.73%-208.0pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,453 | $2,046+68.7% | $2,559+34.9% | $2,506+37.8% |
| Participant deferral / active EE | $3,159 | $3,389-6.8% | $3,849-17.9% | $4,310-26.7% |
| Admin fee / account holder | $1 | $160-99.4% | $6,267-100.0% | $188-99.5% |