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 | $100 |
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 | $92,216 | $46,722+97.4% | $130,648-29.4% | $65,185+41.5% |
| Participation rate | 76.5% | 60.9%+15.6pp | 71.7%+4.8pp | 70.2%+6.3pp |
| Annual return | 5.88% | 24.17%-18.3pp | 1708.96%-1703.1pp | 29.38%-23.5pp |
| Employer contribution / active EE | $2,555 | $1,488+71.7% | $4,092-37.6% | $2,177+17.4% |
| Participant deferral / active EE | $2,771 | $2,545+8.9% | $3,603-23.1% | $3,514-21.1% |
| Admin fee / account holder | $6 | $453-98.6% | $5,464-99.9% | $847-99.3% |