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 | $4,560 |
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 | $88,621 | $46,072+92.4% | $70,014+26.6% | $55,167+60.6% |
| Participation rate | 98.7% | 67.5%+31.2pp | 71.8%+26.9pp | 69.0%+29.7pp |
| Annual return | 9.78% | 8.68%+1.1pp | 12.99%-3.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,827 | $1,500+21.8% | $2,338-21.9% | $1,963-6.9% |
| Participant deferral / active EE | $3,016 | $2,344+28.7% | $2,931+2.9% | $3,054-1.3% |
| Admin fee / account holder | $18 | $428-95.7% | $4,380-99.6% | $504-96.3% |