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 | $25 |
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 | $65,982 | $89,652-26.4% | $141,162-53.3% | $65,185+1.2% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.5%+3.6pp | 70.2%+15.9pp |
| Annual return | 28.89% | 32.79%-3.9pp | 71.39%-42.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $3,221 | $3,065+5.1% | $4,735-32.0% | $2,177+48.0% |
| Participant deferral / active EE | $10,001 | $5,691+75.7% | $6,709+49.1% | $3,514+184.6% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |