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 | $50 |
Participant 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 | $32,759 | $70,667-53.6% | $123,104-73.4% | $52,331-37.4% |
| Participation rate | 89.5% | 83.7%+5.8pp | 86.8%+2.7pp | 68.1%+21.4pp |
| Annual return | -0.50% | 6.23%-6.7pp | 13.22%-13.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,460 | $2,946-50.5% | $5,151-71.7% | $1,882-22.4% |
| Participant deferral / active EE | $2,324 | $4,493-48.3% | $6,230-62.7% | $3,022-23.1% |
| Admin fee / account holder | $0 | $506-99.9% | $9,015-100.0% | $592-99.9% |