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 | $0 |
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 | $41,200 | $37,117+11.0% | $147,614-72.1% | $55,191-25.4% |
| Participation rate | 78.5% | 63.6%+14.9pp | 84.6%-6.1pp | 69.2%+9.4pp |
| Annual return | -2.33% | 3.44%-5.8pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $3,268 | $1,620+101.7% | $5,564-41.3% | $1,899+72.1% |
| Participant deferral / active EE | $2,685 | $1,985+35.2% | $4,895-45.2% | $3,046-11.9% |
| Admin fee / account holder | $59 | $86-31.4% | $11,611-99.5% | $91-35.3% |