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 | $2,003 |
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 | $37,756 | $43,423-13.1% | $78,689-52.0% | $55,167-31.6% |
| Participation rate | 93.5% | 68.0%+25.4pp | 73.6%+19.9pp | 69.0%+24.5pp |
| Annual return | 10.46% | 11.53%-1.1pp | 62.18%-51.7pp | 169.23%-158.8pp |
| Employer contribution / active EE | $4,058 | $1,997+103.2% | $2,851+42.4% | $1,963+106.8% |
| Participant deferral / active EE | $2,491 | $2,509-0.7% | $3,517-29.2% | $3,054-18.4% |
| Admin fee / account holder | $13 | $416-97.0% | $4,510-99.7% | $504-97.5% |