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 | -$16,431 |
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 | $97,903 | $46,072+112.5% | $70,014+39.8% | $55,167+77.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 5.67% | 8.68%-3.0pp | 12.99%-7.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,033 | $1,500+35.5% | $2,338-13.1% | $1,963+3.6% |
| Participant deferral / active EE | $4,910 | $2,344+109.5% | $2,931+67.5% | $3,054+60.8% |
| Admin fee / account holder | -$65 | $428-115.2% | $4,380-101.5% | $504-112.9% |