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 51-0396365 | Advisory (Participants) | $22,608 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $735 |
Annual investment return 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 | $77,954 | $80,177-2.8% | $123,892-37.1% | $57,658+35.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 5.49% | 17.90%-12.4pp | 47.52%-42.0pp | 5.13%+0.4pp |
| Employer contribution / active EE | $4,844 | $2,913+66.3% | $4,617+4.9% | $1,974+145.4% |
| Participant deferral / active EE | $4,649 | $5,130-9.4% | $5,984-22.3% | $3,061+51.9% |
| Admin fee / account holder | $40 | $106-62.8% | $8,357-99.5% | $95-58.1% |