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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,560 |
Employer contribution per participant 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 | $41,695 | $70,002-40.4% | $115,037-63.8% | $52,331-20.3% |
| Participation rate | 83.1% | 72.1%+11.0pp | 81.4%+1.8pp | 68.1%+15.0pp |
| Annual return | 4.20% | 4.04%+0.2pp | 26.14%-21.9pp | 4.54%-0.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,795 | $4,920+38.1% | $6,026+12.7% | $3,022+124.8% |
| Admin fee / account holder | $11 | $566-98.1% | $8,175-99.9% | $592-98.2% |