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 | $26,277 |
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 | $71,585 | $44,221+61.9% | $121,196-40.9% | $56,287+27.2% |
| Participation rate | 71.4% | 61.1%+10.4pp | 71.7%-0.3pp | 69.9%+1.6pp |
| Annual return | -7.14% | -3.58%-3.6pp | 16.93%-24.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,800 | $1,480+21.7% | $4,022-55.2% | $2,111-14.7% |
| Participant deferral / active EE | $3,302 | $2,521+31.0% | $3,344-1.3% | $3,350-1.4% |
| Admin fee / account holder | $237 | $480-50.7% | $5,019-95.3% | $521-54.6% |