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 | $133 |
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 | $45,013 | $73,638-38.9% | $95,952-53.1% | $73,488-38.7% |
| Participation rate | 95.1% | 76.2%+19.0pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 24.91% | 16.78%+8.1pp | 91.61%-66.7pp | 28.51%-3.6pp |
| Employer contribution / active EE | $1,219 | $1,863-34.6% | $2,541-52.0% | $2,270-46.3% |
| Participant deferral / active EE | $1,854 | $3,617-48.7% | $4,167-55.5% | $3,740-50.4% |
| Admin fee / account holder | $12 | $482-97.6% | $6,795-99.8% | $513-97.7% |