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 | $164 |
Employer contribution per participant 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 | $169,240 | $61,052+177.2% | $142,863+18.5% | $79,386+113.2% |
| Participation rate | 93.1% | 60.1%+33.0pp | 71.9%+21.2pp | 70.7%+22.4pp |
| Annual return | 33.16% | 16.02%+17.1pp | 5637.54%-5604.4pp | 116.85%-83.7pp |
| Employer contribution / active EE | $49 | $1,481-96.7% | $4,144-98.8% | $2,427-98.0% |
| Participant deferral / active EE | $3,103 | $2,879+7.8% | $3,837-19.1% | $4,046-23.3% |
| Admin fee / account holder | $14 | $659-97.9% | $6,560-99.8% | $626-97.8% |