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 52 | Indirect Investment Fees | $32,755 |
Service code 16 · EIN 13-2638166 | Consulting | $6,805 |
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 | $19,992 | $47,977-58.3% | $154,107-87.0% | $56,287-64.5% |
| Participation rate | 91.3% | 66.2%+25.2pp | 83.0%+8.3pp | 69.9%+21.5pp |
| Annual return | -4.57% | 3.54%-8.1pp | 735.12%-739.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,844 | $2,169-15.0% | $5,298-65.2% | $2,111-12.6% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |