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 26 · EIN 71-0294708 | Advisory (Participants) | $18 |
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 | $51,002 | $43,550+17.1% | $63,517-19.7% | $52,331-2.5% |
| Participation rate | 89.2% | 65.7%+23.6pp | 71.0%+18.2pp | 68.1%+21.1pp |
| Annual return | -1.18% | 2.03%-3.2pp | -70.30%+69.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,531 | $1,351+87.3% | $2,322+9.0% | $1,882+34.5% |
| Participant deferral / active EE | $2,585 | $2,254+14.7% | $2,953-12.5% | $3,022-14.5% |
| Admin fee / account holder | $35 | $387-90.9% | $5,892-99.4% | $592-94.1% |