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) | $6,097 |
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 | $104,798 | $72,492+44.6% | $87,100+20.3% | $72,985+43.6% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,636 | $1,894+92.0% | $2,521+44.2% | $2,440+49.0% |
| Participant deferral / active EE | $3,871 | $3,270+18.4% | $4,049-4.4% | $3,607+7.3% |
| Admin fee / account holder | $33 | $5,055-99.3% | $7,497-99.6% | $5,124-99.4% |