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) | $78 |
Annual investment return 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 | $44,024 | $61,272-28.1% | $149,673-70.6% | $71,457-38.4% |
| Participation rate | 84.0% | 62.5%+21.5pp | 78.8%+5.2pp | 67.9%+16.1pp |
| Annual return | 9.34% | 35.85%-26.5pp | 134.42%-125.1pp | 28.85%-19.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,503 | $2,917-14.2% | $5,680-55.9% | $4,289-41.6% |
| Admin fee / account holder | $78 | $1,261-93.8% | $13,210-99.4% | $1,587-95.1% |