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 51 · EIN 39-6040276 | Investment Mgmt Fees | $7,650 |
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 | $42,653 | $56,629-24.7% | $77,999-45.3% | $55,167-22.7% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.1pp |
| Annual return | 9.46% | 2866.98%-2857.5pp | 425.96%-416.5pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,802 | $1,723+62.6% | $2,470+13.4% | $1,963+42.8% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $31 | $467-93.3% | $5,480-99.4% | $504-93.8% |