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 25 · EIN 04-2647786 | Directed Trustee | -$11,981 |
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 | $81,077 | $68,413+18.5% | $123,104-34.1% | $55,191+46.9% |
| Participation rate | 97.9% | 84.5%+13.3pp | 86.8%+11.1pp | 69.2%+28.7pp |
| Annual return | 1.37% | 6.30%-4.9pp | 13.22%-11.8pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,069 | $3,050-32.2% | $5,151-59.8% | $1,899+9.0% |
| Participant deferral / active EE | $5,268 | $4,490+17.3% | $6,230-15.4% | $3,046+72.9% |
| Admin fee / account holder | -$22 | $88-125.3% | $9,015-100.2% | $91-124.5% |