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 | -$12,323 |
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 | $149,807 | $70,002+114.0% | $115,037+30.2% | $52,331+186.3% |
| Participation rate | 96.6% | 72.1%+24.5pp | 81.4%+15.2pp | 68.1%+28.5pp |
| Annual return | 0.26% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,650 | $2,715-39.2% | $4,608-64.2% | $1,882-12.3% |
| Participant deferral / active EE | $8,248 | $4,920+67.7% | $6,026+36.9% | $3,022+172.9% |
| Admin fee / account holder | -$73 | $566-112.9% | $8,175-100.9% | $592-112.3% |