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 | $25 |
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 | $69,802 | $65,376+6.8% | $87,100-19.9% | $65,185+7.1% |
| Participation rate | 98.1% | 75.3%+22.7pp | 76.9%+21.2pp | 70.2%+27.9pp |
| Annual return | 23.10% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $9,451 | $1,822+418.6% | $2,521+274.8% | $2,177+334.2% |
| Participant deferral / active EE | $10,195 | $3,388+200.9% | $4,049+151.8% | $3,514+190.1% |
| Admin fee / account holder | $160 | $520-69.3% | $7,497-97.9% | $847-81.2% |