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 26 · EIN 71-0294708 | Advisory (Participants) | $2 |
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 | $19,596 | $44,873-56.3% | $79,464-75.3% | $56,287-65.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -4.76% | 0.81%-5.6pp | 718.14%-722.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,704 | $2,140+26.4% | $2,800-3.4% | $2,111+28.1% |
| Participant deferral / active EE | $1,497 | $2,746-45.5% | $3,704-59.6% | $3,350-55.3% |
| Admin fee / account holder | $108 | $418-74.1% | $5,113-97.9% | $521-79.2% |