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 | -$11,125 |
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 | $71,402 | $107,378-33.5% | $108,579-34.2% | $57,658+23.8% |
| Participation rate | 96.7% | 77.1%+19.6pp | 79.6%+17.2pp | 70.2%+26.5pp |
| Annual return | 1.73% | 12.80%-11.1pp | -51.70%+53.4pp | 5.13%-3.4pp |
| Employer contribution / active EE | $3,210 | $1,782+80.2% | $3,758-14.6% | $1,974+62.6% |
| Participant deferral / active EE | $3,037 | $3,221-5.7% | $4,311-29.5% | $3,061-0.8% |
| Admin fee / account holder | -$11 | $108-110.5% | $7,645-100.1% | $95-112.1% |