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 | $32,640 |
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 | $47,265 | $69,305-31.8% | $82,313-42.6% | $69,631-32.1% |
| Participation rate | 83.9% | 80.3%+3.7pp | 76.9%+7.0pp | 70.7%+13.2pp |
| Annual return | 16.55% | 21.47%-4.9pp | 25.88%-9.3pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $317 | $1,887-83.2% | $2,428-86.9% | $2,032-84.4% |
| Participant deferral / active EE | $3,319 | $3,568-7.0% | $3,706-10.4% | $3,224+3.0% |
| Admin fee / account holder | $21 | $97-78.0% | $5,608-99.6% | $110-80.6% |