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) | $977 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,803 | $48,050-79.6% | $85,969-88.6% | $59,632-83.6% |
| Participation rate | 80.4% | 64.5%+15.9pp | 76.5%+3.8pp | 68.7%+11.7pp |
| Annual return | 0.20% | 0.29%-0.1pp | 9.32%-9.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,290 | $1,640-21.3% | $3,474-62.9% | $2,203-41.5% |
| Participant deferral / active EE | $2,672 | $2,249+18.8% | $3,829-30.2% | $3,192-16.3% |
| Admin fee / account holder | $6 | $3,206-99.8% | $6,053-99.9% | $4,297-99.9% |