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 | $1,529 |
Annual investment return 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 | $204,625 | $47,977+326.5% | $154,107+32.8% | $56,287+263.5% |
| Participation rate | 89.8% | 66.2%+23.6pp | 83.0%+6.7pp | 69.9%+19.9pp |
| Annual return | -8.30% | 3.54%-11.8pp | 735.12%-743.4pp | -9.96%+1.7pp |
| Employer contribution / active EE | $10,297 | $2,169+374.8% | $5,298+94.4% | $2,111+387.8% |
| Participant deferral / active EE | $7,279 | $2,392+204.3% | $5,081+43.3% | $3,350+117.3% |
| Admin fee / account holder | $17 | $438-96.2% | $13,411-99.9% | $521-96.8% |