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 9-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 25 · EIN 04-2647786 | Directed Trustee | $1,703 |
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 | $220,778 | $75,828+191.2% | $147,614+49.6% | $59,632+270.2% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+10.0pp | 68.7%+25.9pp |
| Annual return | -0.96% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $20,061 | $3,485+475.7% | $5,564+260.5% | $2,203+810.8% |
| Participant deferral / active EE | $12,599 | $3,130+302.5% | $4,895+157.4% | $3,192+294.7% |
| Admin fee / account holder | $15 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |