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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,818 |
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 | $53,483 | $54,320-1.5% | $67,652-20.9% | $52,331+2.2% |
| Participation rate | 98.1% | 73.6%+24.5pp | 75.7%+22.4pp | 68.1%+30.0pp |
| Annual return | -0.91% | 6.81%-7.7pp | 6625.04%-6626.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $551 | $1,544-64.3% | $2,266-75.7% | $1,882-70.7% |
| Participant deferral / active EE | $3,187 | $2,950+8.0% | $3,560-10.5% | $3,022+5.5% |
| Admin fee / account holder | $24 | $527-95.4% | $4,821-99.5% | $592-95.9% |