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 | $50 |
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 | $60,200 | $60,165+0.1% | $74,183-18.8% | $55,167+9.1% |
| Participation rate | 87.6% | 74.2%+13.5pp | 76.6%+11.0pp | 69.0%+18.6pp |
| Annual return | 13.93% | 10.00%+3.9pp | 17.74%-3.8pp | 169.23%-155.3pp |
| Employer contribution / active EE | $2,339 | $1,600+46.2% | $2,370-1.3% | $1,963+19.2% |
| Participant deferral / active EE | $8,620 | $2,973+190.0% | $3,550+142.8% | $3,054+182.2% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-100.0% |