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 27 · EIN 95-3845382 | Advisory (Plan) | $76,131 |
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 | $178,921 | $89,739+99.4% | $149,718+19.5% | $62,292+187.2% |
| Participation rate | 93.1% | 85.1%+8.0pp | 87.1%+6.0pp | 69.5%+23.5pp |
| Annual return | 19.96% | 21.01%-1.0pp | 1501.63%-1481.7pp | 28.90%-8.9pp |
| Employer contribution / active EE | $16,313 | $3,233+404.6% | $5,445+199.6% | $2,042+698.8% |
| Participant deferral / active EE | $12,780 | $4,797+166.4% | $6,569+94.6% | $3,169+303.3% |
| Admin fee / account holder | $269 | $551-51.1% | $11,283-97.6% | $479-43.8% |