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 | $1,353 |
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 | $19,278 | $31,109-38.0% | $67,711-71.5% | $52,331-63.2% |
| Participation rate | 71.7% | 54.0%+17.7pp | 67.5%+4.1pp | 68.1%+3.6pp |
| Annual return | 4.04% | 23.70%-19.7pp | 25.41%-21.4pp | 4.54%-0.5pp |
| Employer contribution / active EE | $1,548 | $1,076+43.9% | $2,559-39.5% | $1,882-17.7% |
| Participant deferral / active EE | $3,397 | $1,970+72.4% | $3,585-5.2% | $3,022+12.4% |
| Admin fee / account holder | $4 | $466-99.1% | $4,255-99.9% | $592-99.3% |