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 | $150 |
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 | $94,409 | $80,753+16.9% | $136,294-30.7% | $62,292+51.6% |
| Participation rate | 79.9% | 73.5%+6.3pp | 81.9%-2.1pp | 69.5%+10.3pp |
| Annual return | 20.67% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.2pp |
| Employer contribution / active EE | $4,011 | $2,884+39.1% | $4,695-14.6% | $2,042+96.4% |
| Participant deferral / active EE | $7,969 | $5,164+54.3% | $6,247+27.6% | $3,169+151.5% |
| Admin fee / account holder | $31 | $525-94.2% | $9,243-99.7% | $479-93.6% |