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 20-1131890 | Other Fees | $29,529 |
Employer 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 | $42,404 | $63,905-33.6% | $74,183-42.8% | $57,658-26.5% |
| Participation rate | 82.2% | 79.8%+2.5pp | 76.6%+5.6pp | 70.2%+12.0pp |
| Annual return | 8.89% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $311 | $1,840-83.1% | $2,370-86.9% | $1,974-84.2% |
| Participant deferral / active EE | $3,156 | $3,448-8.5% | $3,550-11.1% | $3,061+3.1% |
| Admin fee / account holder | $21 | $91-76.5% | $5,586-99.6% | $95-77.3% |