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 | $5,923 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Employer contribution per participant 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 | $111,802 | $51,244+118.2% | $80,975+38.1% | $55,167+102.7% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.0%+3.7pp |
| Annual return | 6.76% | 17.39%-10.6pp | 17.10%-10.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,295 | $4,418+19.9% | $5,696-7.0% | $3,054+73.4% |
| Admin fee / account holder | $39 | $398-90.3% | $5,516-99.3% | $504-92.3% |