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 26 · EIN 71-0294708 | Advisory (Participants) | $1,849 |
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 | $44,776 | $51,466-13.0% | $78,778-43.2% | $62,292-28.1% |
| Participation rate | 87.2% | 59.8%+27.4pp | 69.2%+18.0pp | 69.5%+17.7pp |
| Annual return | 21.97% | 19.96%+2.0pp | 35.62%-13.7pp | 28.90%-6.9pp |
| Employer contribution / active EE | $758 | $827-8.4% | $1,986-61.8% | $2,042-62.9% |
| Participant deferral / active EE | $2,044 | $2,147-4.8% | $2,958-30.9% | $3,169-35.5% |
| Admin fee / account holder | $12 | $489-97.6% | $5,134-99.8% | $479-97.5% |