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 | $1,975 |
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 | $87,317 | $91,517-4.6% | $101,248-13.8% | $73,409+18.9% |
| Participation rate | 88.5% | 73.8%+14.7pp | 75.8%+12.7pp | 72.2%+16.3pp |
| Annual return | 19.85% | 17.17%+2.7pp | 46.47%-26.6pp | 59.29%-39.4pp |
| Employer contribution / active EE | $9,212 | $2,877+220.2% | $3,660+151.7% | $2,234+312.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $6 | $216-97.3% | $5,945-99.9% | $158-96.2% |