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 | $42,103 |
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 | $241,115 | $111,608+116.0% | $177,821+35.6% | $73,409+228.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.80% | 18.23%-6.4pp | 48.32%-36.5pp | 59.29%-47.5pp |
| Employer contribution / active EE | $7,366 | $3,796+94.0% | $5,918+24.5% | $2,234+229.8% |
| Participant deferral / active EE | $4,530 | $6,199-26.9% | $7,714-41.3% | $3,805+19.0% |
| Admin fee / account holder | $102 | $166-38.2% | $12,427-99.2% | $158-35.1% |