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) | $4,407 |
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 | $44,739 | $56,629-21.0% | $77,999-42.6% | $55,167-18.9% |
| Participation rate | 88.5% | 73.3%+15.2pp | 75.5%+12.9pp | 69.0%+19.5pp |
| Annual return | 9.82% | 2866.98%-2857.2pp | 425.96%-416.1pp | 169.23%-159.4pp |
| Employer contribution / active EE | $619 | $1,723-64.1% | $2,470-74.9% | $1,963-68.5% |
| Participant deferral / active EE | $2,189 | $2,777-21.2% | $3,497-37.4% | $3,054-28.3% |
| Admin fee / account holder | $59 | $467-87.3% | $5,480-98.9% | $504-88.2% |