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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,005 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,077 | $75,183+301.8% | $123,892+143.8% | $55,167+447.6% |
| Participation rate | 86.7% | 72.8%+13.8pp | 81.4%+5.3pp | 69.0%+17.7pp |
| Annual return | 6.48% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.8pp |
| Employer contribution / active EE | $6,667 | $2,823+136.1% | $4,617+44.4% | $1,963+239.7% |
| Participant deferral / active EE | $3,112 | $5,084-38.8% | $5,984-48.0% | $3,054+1.9% |
| Admin fee / account holder | $19 | $663-97.1% | $8,357-99.8% | $504-96.1% |