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) | $0 |
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 | $24,938 | $65,061-61.7% | $143,757-82.7% | $66,914-62.7% |
| Participation rate | 88.4% | 65.2%+23.2pp | 80.3%+8.1pp | 69.8%+18.6pp |
| Annual return | -14.13% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,378 | $2,361-41.6% | $4,951-72.2% | $2,544-45.8% |
| Participant deferral / active EE | $2,970 | $2,919+1.8% | $5,637-47.3% | $4,237-29.9% |
| Admin fee / account holder | $11 | $502-97.9% | $14,673-99.9% | $593-98.2% |