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 | $66,484 |
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 | $29,796 | $155,795-80.9% | $136,294-78.1% | $69,631-57.2% |
| Participation rate | 86.0% | 75.2%+10.7pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 27.19% | 232464.33%-232437.1pp | 5155.94%-5128.8pp | 27571.02%-27543.8pp |
| Employer contribution / active EE | $3,257 | $2,991+8.9% | $4,695-30.6% | $2,032+60.3% |
| Participant deferral / active EE | $3,007 | $5,394-44.2% | $6,247-51.9% | $3,224-6.7% |
| Admin fee / account holder | $171 | $128+33.6% | $9,243-98.1% | $110+55.2% |