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 | $3,019 |
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 | $145,358 | $76,552+89.9% | $123,892+17.3% | $62,891+131.1% |
| Participation rate | 83.5% | 73.0%+10.6pp | 81.4%+2.1pp | 69.3%+14.2pp |
| Annual return | 7.80% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $19,626 | $4,840+305.5% | $5,984+228.0% | $3,203+512.7% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |