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 | $2,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,030 | $48,064-66.6% | $78,778-79.7% | $69,631-77.0% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.2%+25.9pp | 70.7%+24.4pp |
| Annual return | 8.77% | 21.81%-13.0pp | 35.62%-26.8pp | 27571.02%-27562.3pp |
| Employer contribution / active EE | $1,049 | $744+41.1% | $1,986-47.2% | $2,032-48.4% |
| Participant deferral / active EE | $1,656 | $2,079-20.4% | $2,958-44.0% | $3,224-48.6% |
| Admin fee / account holder | $5 | $152-96.5% | $5,134-99.9% | $110-95.2% |