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) | $25,000 |
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 | $71,944 | $95,542-24.7% | $69,455+3.6% | $67,579+6.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 74.6%+16.3pp | 71.3%+19.6pp |
| Annual return | 21.95% | 17.67%+4.3pp | 28.97%-7.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $4,016 | $2,989+34.4% | $2,779+44.5% | $2,148+87.0% |
| Participant deferral / active EE | $3,994 | $3,263+22.4% | $3,535+13.0% | $3,539+12.9% |
| Admin fee / account holder | $33 | $90-62.9% | $3,839-99.1% | $142-76.6% |