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 | $4,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,018 | $41,854-9.2% | $73,843-48.5% | $52,331-27.3% |
| Participation rate | 86.0% | 66.2%+19.7pp | 73.4%+12.5pp | 68.1%+17.9pp |
| Annual return | 0.19% | 2.11%-1.9pp | 2267.84%-2267.7pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,626 | $2,498+45.2% | $3,583+1.2% | $3,022+20.0% |
| Admin fee / account holder | $45 | $493-90.8% | $4,880-99.1% | $592-92.4% |