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 | $11,743 |
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 | $56,111 | $54,320+3.3% | $67,652-17.1% | $52,331+7.2% |
| Participation rate | 91.8% | 73.6%+18.2pp | 75.7%+16.2pp | 68.1%+23.7pp |
| Annual return | 8.26% | 6.81%+1.4pp | 6625.04%-6616.8pp | 4.54%+3.7pp |
| Employer contribution / active EE | $1,904 | $1,544+23.3% | $2,266-16.0% | $1,882+1.2% |
| Participant deferral / active EE | $1,725 | $2,950-41.5% | $3,560-51.6% | $3,022-42.9% |
| Admin fee / account holder | $56 | $527-89.4% | $4,821-98.8% | $592-90.6% |