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 | $0 |
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 | $21,442 | $39,859-46.2% | $78,689-72.8% | $57,658-62.8% |
| Participation rate | 94.0% | 66.1%+27.9pp | 73.6%+20.5pp | 70.2%+23.8pp |
| Annual return | 10.82% | 18.96%-8.1pp | 62.18%-51.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,896 | $2,248+28.8% | $3,517-17.6% | $3,061-5.4% |
| Admin fee / account holder | $52 | $76-31.1% | $4,510-98.8% | $95-44.5% |