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 5-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 | $325 |
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 | $187,350 | $241,101-22.3% | $103,333+81.3% | $199,593-6.1% |
| Participation rate | 95.8% | 78.3%+17.5pp | 74.5%+21.3pp | 72.0%+23.8pp |
| Annual return | 13.95% | 17.80%-3.8pp | 24.88%-10.9pp | 34.25%-20.3pp |
| Employer contribution / active EE | $6,521 | $4,244+53.7% | $3,868+68.6% | $3,034+114.9% |
| Participant deferral / active EE | $11,638 | $3,958+194.1% | $5,057+130.1% | $5,087+128.8% |
| Admin fee / account holder | $233 | $288-19.1% | $8,355-97.2% | $269-13.5% |