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) | $29,779 |
BENEFIT TRUST COMPANY1 year Service code 21 · EIN 43-1971558 | Bank Trustee | $9,271 |
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 | $184,046 | $111,608+64.9% | $177,821+3.5% | $73,409+150.7% |
| Participation rate | 99.5% | 87.9%+11.6pp | 87.7%+11.7pp | 72.2%+27.3pp |
| Annual return | 20.00% | 18.23%+1.8pp | 48.32%-28.3pp | 59.29%-39.3pp |
| Employer contribution / active EE | $4,979 | $3,796+31.2% | $5,918-15.9% | $2,234+122.9% |
| Participant deferral / active EE | $8,972 | $6,199+44.7% | $7,714+16.3% | $3,805+135.8% |
| Admin fee / account holder | $61 | $166-62.9% | $12,427-99.5% | $158-61.1% |