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) | $1,150 |
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 | $7,521 | $91,517-91.8% | $101,248-92.6% | $73,409-89.8% |
| Participation rate | 86.5% | 73.8%+12.7pp | 75.8%+10.7pp | 72.2%+14.3pp |
| Annual return | 15.78% | 17.17%-1.4pp | 46.47%-30.7pp | 59.29%-43.5pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,798 | $3,338-46.1% | $4,370-58.8% | $3,805-52.7% |
| Admin fee / account holder | $32 | $216-85.0% | $5,945-99.5% | $158-79.5% |