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 | $28,128 |
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 | $69,857 | $54,573+28.0% | $90,951-23.2% | $73,488-4.9% |
| Participation rate | 93.5% | 61.2%+32.4pp | 69.0%+24.5pp | 70.7%+22.9pp |
| Annual return | 17.12% | 16.69%+0.4pp | 134.60%-117.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,952 | $991+96.9% | $2,122-8.0% | $2,270-14.0% |
| Participant deferral / active EE | $3,593 | $2,517+42.8% | $3,373+6.5% | $3,740-3.9% |
| Admin fee / account holder | $229 | $521-56.1% | $5,959-96.2% | $513-55.4% |