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 | $4,582 |
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 | $198,877 | $46,732+325.6% | $156,549+27.0% | $55,167+260.5% |
| Participation rate | 93.4% | 65.8%+27.6pp | 84.0%+9.4pp | 69.0%+24.4pp |
| Annual return | 6.19% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $10,578 | $2,105+402.5% | $5,501+92.3% | $1,963+439.0% |
| Participant deferral / active EE | $7,325 | $2,204+232.3% | $4,871+50.4% | $3,054+139.9% |
| Admin fee / account holder | $28 | $418-93.3% | $13,027-99.8% | $504-94.4% |