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 27 · EIN 04-2647786 | Advisory (Plan) | $25,749 |
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 | $34,478 | $85,202-59.5% | $172,739-80.0% | $72,985-52.8% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 10.29% | 27.32%-17.0pp | 802.84%-792.5pp | 81.00%-70.7pp |
| Employer contribution / active EE | $1,166 | $3,324-64.9% | $5,143-77.3% | $2,440-52.2% |
| Participant deferral / active EE | $2,174 | $3,260-33.3% | $5,198-58.2% | $3,607-39.7% |
| Admin fee / account holder | $252 | $5,884-95.7% | $13,954-98.2% | $5,124-95.1% |