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 21 · EIN 16-0373410 | Bank Trustee | $800 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $145,630 | $80,753+80.3% | $136,294+6.9% | $62,292+133.8% |
| Participation rate | 94.7% | 73.5%+21.1pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 16.86% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,055 | $2,884-28.7% | $4,695-56.2% | $2,042+0.6% |
| Participant deferral / active EE | $7,093 | $5,164+37.4% | $6,247+13.5% | $3,169+123.8% |
| Admin fee / account holder | $5 | $525-99.0% | $9,243-99.9% | $479-98.9% |