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 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,284 | $73,102+283.4% | $123,544+126.9% | $56,287+398.0% |
| Participation rate | 97.2% | 74.3%+22.9pp | 82.3%+14.9pp | 69.9%+27.3pp |
| Annual return | -3.29% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $10,366 | $2,977+248.2% | $4,628+124.0% | $2,111+391.0% |
| Participant deferral / active EE | $11,810 | $5,423+117.8% | $6,426+83.8% | $3,350+252.6% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |