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 | $20,720 |
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 | $66,889 | $46,297+44.5% | $71,671-6.7% | $62,292+7.4% |
| Participation rate | 78.3% | 60.6%+17.6pp | 68.7%+9.5pp | 69.5%+8.7pp |
| Annual return | 17.48% | 22.32%-4.8pp | 20.65%-3.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,898 | $2,235+29.7% | $3,438-15.7% | $3,169-8.5% |
| Admin fee / account holder | $185 | $461-59.8% | $5,558-96.7% | $479-61.4% |