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 | $125 |
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 | $66,066 | $63,156+4.6% | $122,332-46.0% | $62,292+6.1% |
| Participation rate | 86.5% | 60.0%+26.5pp | 71.6%+14.9pp | 69.5%+17.0pp |
| Annual return | 17.81% | 20.61%-2.8pp | 30.27%-12.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,324 | $1,385+67.9% | $4,050-42.6% | $2,042+13.8% |
| Participant deferral / active EE | $3,137 | $2,321+35.1% | $3,287-4.6% | $3,169-1.0% |
| Admin fee / account holder | $1 | $440-99.8% | $5,478-100.0% | $479-99.8% |