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 99 · EIN 71-0294708 | Other Fees | $20,137 |
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 | $166,665 | $88,515+88.3% | $162,163+2.8% | $67,579+146.6% |
| Participation rate | 99.2% | 86.8%+12.4pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 152.21% | 27.04%+125.2pp | 115.59%+36.6pp | 378.56%-226.3pp |
| Employer contribution / active EE | $5,237 | $3,563+47.0% | $5,614-6.7% | $2,148+143.8% |
| Participant deferral / active EE | $7,799 | $5,724+36.2% | $7,298+6.9% | $3,539+120.3% |
| Admin fee / account holder | $85 | $124-31.1% | $10,843-99.2% | $142-40.1% |