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 |
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 | $58,603 | $75,388-22.3% | $123,544-52.6% | $55,725+5.2% |
| Participation rate | 91.7% | 75.7%+16.0pp | 82.3%+9.4pp | 70.9%+20.8pp |
| Annual return | -9.33% | 4.48%-13.8pp | 119.20%-128.5pp | 244.93%-254.3pp |
| Employer contribution / active EE | $1,583 | $3,063-48.3% | $4,628-65.8% | $2,078-23.8% |
| Participant deferral / active EE | $8,859 | $5,651+56.8% | $6,426+37.9% | $3,356+164.0% |
| Admin fee / account holder | $8 | $120-93.3% | $9,284-99.9% | $115-93.1% |