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 38 · EIN 35-0145825 | Participant Communication | $20,063 |
Employer contribution per participant 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 | $23,424 | $58,879-60.2% | $178,490-86.9% | $73,488-68.1% |
| Participation rate | 90.3% | 66.2%+24.1pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 17.31% | 24.86%-7.6pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,604 | $2,567+1.4% | $5,202-49.9% | $3,740-30.4% |
| Admin fee / account holder | $6 | $400-98.5% | $13,984-100.0% | $513-98.8% |