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 13-2638166 | Other Fees | $15,590 |
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 | $22,789 | $47,922-52.4% | $75,886-70.0% | $65,185-65.0% |
| Participation rate | 95.5% | 63.0%+32.5pp | 69.3%+26.2pp | 70.2%+25.3pp |
| Annual return | 21.90% | 24.12%-2.2pp | 30.76%-8.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,041 | $1,557-33.1% | $2,500-58.4% | $2,177-52.2% |
| Participant deferral / active EE | $2,073 | $2,550-18.7% | $3,603-42.5% | $3,514-41.0% |
| Admin fee / account holder | $34 | $532-93.6% | $5,418-99.4% | $847-96.0% |