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) | $3,940 |
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 | $54,412 | $58,083-6.3% | $80,019-32.0% | $56,287-3.3% |
| Participation rate | 95.1% | 73.6%+21.5pp | 75.8%+19.3pp | 69.9%+25.3pp |
| Annual return | -5.21% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $764 | $1,932-60.5% | $2,468-69.1% | $2,111-63.8% |
| Participant deferral / active EE | $3,005 | $3,135-4.1% | $3,686-18.5% | $3,350-10.3% |
| Admin fee / account holder | $79 | $623-87.2% | $6,521-98.8% | $521-84.7% |