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 |
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 | $39,424 | $55,415-28.9% | $155,509-74.6% | $74,495-47.1% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | -14.35% | 268.50%-282.8pp | 64.67%-79.0pp | 1364.94%-1379.3pp |
| Employer contribution / active EE | $608 | $2,267-73.2% | $4,672-87.0% | $2,623-76.8% |
| Participant deferral / active EE | $2,159 | $2,836-23.9% | $5,626-61.6% | $4,346-50.3% |
| Admin fee / account holder | $92 | $1,738-94.7% | $15,912-99.4% | $1,942-95.2% |