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 | $5,360 |
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 | $43,008 | $77,813-44.7% | $123,544-65.2% | $64,186-33.0% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -3.76% | 12.48%-16.2pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,210 | $3,014+6.5% | $4,628-30.6% | $2,381+34.8% |
| Participant deferral / active EE | $8,561 | $5,240+63.4% | $6,426+33.2% | $3,470+146.7% |
| Admin fee / account holder | $52 | $5,519-99.1% | $9,284-99.4% | $4,888-98.9% |