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 19 · EIN 51-0396365 | Securities Custodian | $69,939 |
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 | $32,979 | $95,542-65.5% | $69,455-52.5% | $67,579-51.2% |
| Participation rate | 75.3% | 79.4%-4.0pp | 74.6%+0.7pp | 71.3%+4.1pp |
| Annual return | 19.25% | 17.67%+1.6pp | 28.97%-9.7pp | 378.56%-359.3pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,727 | $3,263-16.4% | $3,535-22.9% | $3,539-23.0% |
| Admin fee / account holder | $60 | $90-32.8% | $3,839-98.4% | $142-57.6% |