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 | $10,915 |
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 | $40,430 | $54,320-25.6% | $67,652-40.2% | $52,331-22.7% |
| Participation rate | 92.3% | 73.6%+18.8pp | 75.7%+16.7pp | 68.1%+24.2pp |
| Annual return | 0.11% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $658 | $1,544-57.4% | $2,266-71.0% | $1,882-65.1% |
| Participant deferral / active EE | $4,481 | $2,950+51.9% | $3,560+25.9% | $3,022+48.3% |
| Admin fee / account holder | $54 | $527-89.7% | $4,821-98.9% | $592-90.8% |