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 | $23,146 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,180 | $42,548+1.5% | $74,550-42.1% | $56,287-23.3% |
| Participation rate | 96.2% | 60.5%+35.8pp | 69.1%+27.1pp | 69.9%+26.4pp |
| Annual return | -7.81% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,680 | $855+96.4% | $1,961-14.4% | $2,111-20.4% |
| Participant deferral / active EE | $3,035 | $2,277+33.3% | $3,108-2.4% | $3,350-9.4% |
| Admin fee / account holder | $163 | $467-65.1% | $5,060-96.8% | $521-68.7% |