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 25 · EIN 04-2647786 | Directed Trustee | -$8,667 |
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 | $135,664 | $70,667+92.0% | $123,104+10.2% | $52,331+159.2% |
| Participation rate | 94.0% | 83.7%+10.3pp | 86.8%+7.2pp | 68.1%+25.9pp |
| Annual return | 2.07% | 6.23%-4.2pp | 13.22%-11.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $4,283 | $2,946+45.4% | $5,151-16.9% | $1,882+127.6% |
| Participant deferral / active EE | $7,977 | $4,493+77.6% | $6,230+28.1% | $3,022+163.9% |
| Admin fee / account holder | -$64 | $506-112.6% | $9,015-100.7% | $592-110.8% |