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 21 · EIN 39-0394950 | Bank Trustee | $45,834 |
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 | $54,377 | $52,953+2.7% | $172,739-68.5% | $65,185-16.6% |
| Participation rate | 93.7% | 66.2%+27.5pp | 82.6%+11.0pp | 70.2%+23.5pp |
| Annual return | 21.54% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $2,299 | $2,190+5.0% | $5,143-55.3% | $2,177+5.6% |
| Participant deferral / active EE | $3,742 | $2,471+51.5% | $5,198-28.0% | $3,514+6.5% |
| Admin fee / account holder | $233 | $472-50.7% | $13,954-98.3% | $847-72.5% |