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 27 · EIN 59-3331424 | Advisory (Plan) | $10,952 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,045 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,235 | $63,924-2.6% | $108,579-42.7% | $55,167+12.8% |
| Participation rate | 75.5% | 74.3%+1.1pp | 79.6%-4.1pp | 69.0%+6.5pp |
| Annual return | 10.89% | 15.31%-4.4pp | -51.70%+62.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $1,655 | $1,879-11.9% | $3,758-56.0% | $1,963-15.6% |
| Participant deferral / active EE | $5,004 | $3,067+63.2% | $4,311+16.1% | $3,054+63.8% |
| Admin fee / account holder | $20 | $618-96.7% | $7,645-99.7% | $504-95.9% |