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 | $50,090 |
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 | $60,887 | $58,879+3.4% | $178,490-65.9% | $73,488-17.1% |
| Participation rate | 90.6% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+20.0pp |
| Annual return | 20.64% | 24.86%-4.2pp | 151.07%-130.4pp | 28.51%-7.9pp |
| Employer contribution / active EE | $2,065 | $2,236-7.7% | $5,011-58.8% | $2,270-9.1% |
| Participant deferral / active EE | $3,461 | $2,567+34.8% | $5,202-33.5% | $3,740-7.5% |
| Admin fee / account holder | $234 | $400-41.5% | $13,984-98.3% | $513-54.4% |