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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,685 | $62,928-83.0% | $172,739-93.8% | $67,579-84.2% |
| Participation rate | 82.1% | 64.5%+17.7pp | 82.6%-0.5pp | 71.3%+10.8pp |
| Annual return | 20.92% | 30.36%-9.4pp | 802.84%-781.9pp | 378.56%-357.6pp |
| Employer contribution / active EE | $813 | $1,636-50.3% | $5,143-84.2% | $2,148-62.2% |
| Participant deferral / active EE | $1,449 | $2,145-32.5% | $5,198-72.1% | $3,539-59.1% |
| Admin fee / account holder | $10 | $167-93.7% | $13,954-99.9% | $142-92.6% |