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 | $625 |
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 | $64,365 | $69,823-7.8% | $77,163-16.6% | $74,419-13.5% |
| Participation rate | 97.4% | 70.0%+27.4pp | 69.6%+27.8pp | 70.7%+26.7pp |
| Annual return | 19.63% | 19.98%-0.3pp | 37.87%-18.2pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,793 | $2,150+76.4% | $2,535+49.6% | $2,637+43.8% |
| Participant deferral / active EE | $3,489 | $3,558-1.9% | $3,833-9.0% | $4,528-22.9% |
| Admin fee / account holder | $1 | $398-99.7% | $5,472-100.0% | $348-99.7% |