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 99 · EIN 04-2675571 | Other Fees | $20,408 |
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 | $71,272 | $54,590+30.6% | $81,930-13.0% | $73,488-3.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 15.97% | 17.74%-1.8pp | 29.49%-13.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $4,443 | $1,636+171.6% | $4,310+3.1% | $2,270+95.7% |
| Participant deferral / active EE | $4,072 | $2,759+47.6% | $7,107-42.7% | $3,740+8.9% |
| Admin fee / account holder | $7 | $592-98.7% | $5,158-99.9% | $513-98.5% |