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 | $2,666 |
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 | $124,159 | $65,376+89.9% | $87,100+42.5% | $65,185+90.5% |
| Participation rate | 97.9% | 75.3%+22.6pp | 76.9%+21.0pp | 70.2%+27.7pp |
| Annual return | 21.48% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $6,587 | $1,822+261.4% | $2,521+161.2% | $2,177+202.6% |
| Participant deferral / active EE | $4,201 | $3,388+24.0% | $4,049+3.8% | $3,514+19.6% |
| Admin fee / account holder | $14 | $520-97.3% | $7,497-99.8% | $847-98.3% |