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 6-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 | $36,396 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $235,558 | $88,515+166.1% | $162,163+45.3% | $67,579+248.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 18.79% | 27.04%-8.3pp | 115.59%-96.8pp | 378.56%-359.8pp |
| Employer contribution / active EE | $7,328 | $3,563+105.7% | $5,614+30.5% | $2,148+241.2% |
| Participant deferral / active EE | $3,778 | $5,724-34.0% | $7,298-48.2% | $3,539+6.7% |
| Admin fee / account holder | $85 | $124-30.9% | $10,843-99.2% | $142-40.0% |