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) | $5,284 |
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 | $46,930 | $63,299-25.9% | $91,001-48.4% | $62,292-24.7% |
| Participation rate | 87.8% | 73.3%+14.5pp | 75.6%+12.2pp | 69.5%+18.3pp |
| Annual return | 13.91% | 20.99%-7.1pp | 4.60%+9.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $700 | $1,807-61.3% | $2,456-71.5% | $2,042-65.7% |
| Participant deferral / active EE | $2,593 | $2,943-11.9% | $3,547-26.9% | $3,169-18.2% |
| Admin fee / account holder | $61 | $468-86.9% | $5,417-98.9% | $479-87.3% |