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 | $23,079 |
Employer contribution per participant 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 | $58,341 | $44,425+31.3% | $67,834-14.0% | $55,167+5.8% |
| Participation rate | 86.7% | 59.7%+27.0pp | 68.8%+17.9pp | 69.0%+17.7pp |
| Annual return | 9.41% | 17.80%-8.4pp | 138.47%-129.1pp | 169.23%-159.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,777 | $2,166+28.2% | $3,160-12.1% | $3,054-9.1% |
| Admin fee / account holder | $208 | $530-60.8% | $4,622-95.5% | $504-58.7% |