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 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $30,709 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,342 | $60,165+31.9% | $74,183+7.0% | $55,167+43.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 15.16% | 10.00%+5.2pp | 17.74%-2.6pp | 169.23%-154.1pp |
| Employer contribution / active EE | $2,804 | $1,600+75.3% | $2,370+18.3% | $1,963+42.9% |
| Participant deferral / active EE | $5,802 | $2,973+95.2% | $3,550+63.5% | $3,054+90.0% |
| Admin fee / account holder | $115 | $419-72.7% | $5,586-97.9% | $504-77.3% |