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 27 · EIN 20-4751585 | Advisory (Plan) | $20,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,905 | $70,083-11.7% | $59,878+3.4% | $55,725+11.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -4.17% | 3.13%-7.3pp | 3.46%-7.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $4,322 | $2,878+50.1% | $2,722+58.8% | $2,078+108.0% |
| Participant deferral / active EE | $4,338 | $3,079+40.9% | $3,402+27.5% | $3,356+29.3% |
| Admin fee / account holder | $29 | $70-58.6% | $3,590-99.2% | $115-74.7% |