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) | $4,026 |
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 | $55,792 | $49,138+13.5% | $84,015-33.6% | $65,185-14.4% |
| Participation rate | 89.9% | 60.7%+29.1pp | 69.0%+20.9pp | 70.2%+19.7pp |
| Annual return | 23.20% | 23.00%+0.2pp | 71.31%-48.1pp | 29.38%-6.2pp |
| Employer contribution / active EE | $853 | $914-6.7% | $1,983-57.0% | $2,177-60.8% |
| Participant deferral / active EE | $2,547 | $2,397+6.3% | $3,239-21.3% | $3,514-27.5% |
| Admin fee / account holder | $24 | $543-95.5% | $6,101-99.6% | $847-97.1% |