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) | $2,077 |
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 | $80,701 | $51,244+57.5% | $80,975-0.3% | $55,167+46.3% |
| Participation rate | 90.4% | 71.7%+18.7pp | 75.8%+14.5pp | 69.0%+21.4pp |
| Annual return | 9.34% | 17.39%-8.1pp | 17.10%-7.8pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,177 | $1,770-33.5% | $3,714-68.3% | $1,963-40.0% |
| Participant deferral / active EE | $6,788 | $4,418+53.7% | $5,696+19.2% | $3,054+122.3% |
| Admin fee / account holder | $24 | $398-94.1% | $5,516-99.6% | $504-95.3% |