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 | $25,319 |
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 | $88,399 | $46,722+89.2% | $130,648-32.3% | $65,185+35.6% |
| Participation rate | 70.7% | 60.9%+9.7pp | 71.7%-1.1pp | 70.2%+0.5pp |
| Annual return | 22.96% | 24.17%-1.2pp | 1708.96%-1686.0pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,987 | $1,488+33.6% | $4,092-51.4% | $2,177-8.7% |
| Participant deferral / active EE | $3,502 | $2,545+37.6% | $3,603-2.8% | $3,514-0.3% |
| Admin fee / account holder | $222 | $453-51.0% | $5,464-95.9% | $847-73.8% |