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 | $18,844 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $16,397 |
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 | $82,022 | $59,186+38.6% | $76,768+6.8% | $56,287+45.7% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | -3.91% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,356 | $1,759+90.9% | $2,485+35.1% | $2,111+59.0% |
| Participant deferral / active EE | $5,553 | $3,255+70.6% | $3,852+44.2% | $3,350+65.8% |
| Admin fee / account holder | $105 | $489-78.5% | $6,675-98.4% | $521-79.8% |