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) | $4,738 |
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 | $128,369 | $66,813+92.1% | $100,516+27.7% | $73,488+74.7% |
| Participation rate | 97.5% | 77.5%+20.0pp | 79.4%+18.1pp | 70.7%+26.8pp |
| Annual return | 16.93% | 25.70%-8.8pp | 30.89%-14.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,524 | $2,147+17.6% | $3,418-26.2% | $2,270+11.2% |
| Participant deferral / active EE | $7,373 | $5,883+25.3% | $6,270+17.6% | $3,740+97.2% |
| Admin fee / account holder | $27 | $512-94.7% | $8,081-99.7% | $513-94.7% |