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 | $49,046 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,809 | $70,083-68.9% | $59,878-63.6% | $55,725-60.9% |
| Participation rate | 97.8% | 78.4%+19.4pp | 74.7%+23.1pp | 70.9%+26.9pp |
| Annual return | -6.17% | 3.13%-9.3pp | 3.46%-9.6pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,709 | $2,878+28.9% | $2,722+36.3% | $2,078+78.5% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $49 | $70-29.9% | $3,590-98.6% | $115-57.2% |