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 | -$7,746 |
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 | $168,602 | $89,739+87.9% | $149,718+12.6% | $62,292+170.7% |
| Participation rate | 97.6% | 85.1%+12.5pp | 87.1%+10.5pp | 69.5%+28.1pp |
| Annual return | 19.75% | 21.01%-1.3pp | 1501.63%-1481.9pp | 28.90%-9.1pp |
| Employer contribution / active EE | $5,047 | $3,233+56.1% | $5,445-7.3% | $2,042+147.1% |
| Participant deferral / active EE | $10,012 | $4,797+108.7% | $6,569+52.4% | $3,169+215.9% |
| Admin fee / account holder | -$49 | $551-109.0% | $11,283-100.4% | $479-110.3% |