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 27 · EIN 38-1961943 | Advisory (Plan) | $41,069 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$13,323 |
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 | $121,514 | $89,652+35.5% | $141,162-13.9% | $65,185+86.4% |
| Participation rate | 86.5% | 74.7%+11.8pp | 82.5%+4.0pp | 70.2%+16.3pp |
| Annual return | 25.05% | 32.79%-7.7pp | 71.39%-46.3pp | 29.38%-4.3pp |
| Employer contribution / active EE | $665 | $3,065-78.3% | $4,735-85.9% | $2,177-69.4% |
| Participant deferral / active EE | $8,106 | $5,691+42.4% | $6,709+20.8% | $3,514+130.7% |
| Admin fee / account holder | $145 | $569-74.6% | $10,261-98.6% | $847-82.9% |