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 19 · EIN 51-0396365 | Securities Custodian | $49,948 |
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 | $24,488 | $80,177-69.5% | $123,892-80.2% | $57,658-57.5% |
| Participation rate | 89.5% | 74.4%+15.0pp | 81.4%+8.1pp | 70.2%+19.2pp |
| Annual return | 7.74% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $3,426 | $2,913+17.6% | $4,617-25.8% | $1,974+73.6% |
| Participant deferral / active EE | $3,189 | $5,130-37.8% | $5,984-46.7% | $3,061+4.2% |
| Admin fee / account holder | $152 | $106+42.8% | $8,357-98.2% | $95+60.6% |