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 | $300 |
Participant 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 | $55,069 | $56,443-2.4% | $83,848-34.3% | $55,725-1.2% |
| Participation rate | 90.5% | 72.0%+18.5pp | 76.1%+14.3pp | 70.9%+19.6pp |
| Annual return | -4.86% | 393.67%-398.5pp | 850.88%-855.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,733 | $2,682+76.5% | $3,631+30.3% | $2,078+127.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $156-99.4% | $5,478-100.0% | $115-99.2% |