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 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,891 | $91,407+20.2% | $135,903-19.1% | $71,457+53.8% |
| Participation rate | 98.3% | 75.7%+22.7pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | 17.97% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,000 | $3,703-19.0% | $4,856-38.2% | $2,588+15.9% |
| Participant deferral / active EE | $8,100 | $7,092+14.2% | $7,758+4.4% | $4,289+88.9% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |