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 | $4,344 |
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 | $101,276 | $71,802+41.0% | $133,980-24.4% | $57,658+75.6% |
| Participation rate | 87.7% | 85.5%+2.3pp | 87.1%+0.7pp | 70.2%+17.5pp |
| Annual return | 12.17% | 13.51%-1.3pp | 29.30%-17.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,297 | $4,606+101.9% | $6,282+48.0% | $3,061+203.8% |
| Admin fee / account holder | $11 | $88-87.0% | $9,324-99.9% | $95-88.0% |