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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,251 |
Participant 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 | $21,653 | $52,681-58.9% | $75,781-71.4% | $59,632-63.7% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | -2.39% | 2.95%-5.3pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $3,222 | $2,193+46.9% | $3,323-3.0% | $2,203+46.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $48 | $3,610-98.7% | $5,299-99.1% | $4,297-98.9% |