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 | $3,945 |
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 | $72,205 | $57,108+26.4% | $94,224-23.4% | $52,331+38.0% |
| Participation rate | 87.8% | 72.9%+14.9pp | 78.8%+9.0pp | 68.1%+19.7pp |
| Annual return | 0.42% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.1pp |
| Employer contribution / active EE | $715 | $1,735-58.8% | $3,587-80.1% | $1,882-62.0% |
| Participant deferral / active EE | $4,065 | $3,040+33.7% | $4,320-5.9% | $3,022+34.5% |
| Admin fee / account holder | $20 | $546-96.4% | $6,269-99.7% | $592-96.7% |