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 71-0294708 | Other Fees | $57,263 |
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 | $42,349 | $52,953-20.0% | $172,739-75.5% | $65,185-35.0% |
| Participation rate | 90.3% | 66.2%+24.1pp | 82.6%+7.7pp | 70.2%+20.1pp |
| Annual return | 26.46% | 30.12%-3.7pp | 802.84%-776.4pp | 29.38%-2.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,211 | $2,471+70.4% | $5,198-19.0% | $3,514+19.8% |
| Admin fee / account holder | $263 | $472-44.3% | $13,954-98.1% | $847-69.0% |