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 99 · EIN 61-1758632 | Other Fees | $15,884 |
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 | $30,638 | $61,156-49.9% | $185,823-83.5% | $79,386-61.4% |
| Participation rate | 74.6% | 66.6%+8.0pp | 81.7%-7.1pp | 70.7%+3.9pp |
| Annual return | 28.99% | 19.45%+9.5pp | 122.05%-93.1pp | 116.85%-87.9pp |
| Employer contribution / active EE | $831 | $2,321-64.2% | $5,167-83.9% | $2,427-65.7% |
| Participant deferral / active EE | $1,759 | $2,789-36.9% | $5,568-68.4% | $4,046-56.5% |
| Admin fee / account holder | $11 | $710-98.4% | $16,237-99.9% | $626-98.2% |