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 |
|---|---|---|
APPLIED SYSTEMS, INC.2+ years Service code 27 · EIN 20-5511045 | Advisory (Plan) | $40,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,380 |
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 | $55,031 | $85,635-35.7% | $123,892-55.6% | $63,975-14.0% |
| Participation rate | 91.8% | 74.9%+16.9pp | 81.4%+10.4pp | 71.1%+20.7pp |
| Annual return | 10.94% | 15.74%-4.8pp | 47.52%-36.6pp | 48.65%-37.7pp |
| Employer contribution / active EE | $20 | $3,076-99.3% | $4,617-99.6% | $2,182-99.1% |
| Participant deferral / active EE | $4,689 | $5,667-17.3% | $5,984-21.6% | $3,356+39.7% |
| Admin fee / account holder | $14 | $75-81.7% | $8,357-99.8% | $70-80.5% |