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 52 · EIN 04-1590850 | Indirect Investment Fees | $7,241 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,862 | $54,320-81.8% | $67,652-85.4% | $52,331-81.2% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.7%+20.3pp | 68.1%+27.9pp |
| Annual return | -1.11% | 6.81%-7.9pp | 6625.04%-6626.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $830 | $1,544-46.2% | $2,266-63.4% | $1,882-55.9% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $46 | $527-91.3% | $4,821-99.0% | $592-92.3% |