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 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $13,467 |
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 | $39,097 | $44,873-12.9% | $79,464-50.8% | $56,287-30.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.26% | 0.81%-7.1pp | 718.14%-724.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $840 | $2,140-60.7% | $2,800-70.0% | $2,111-60.2% |
| Participant deferral / active EE | $2,718 | $2,746-1.0% | $3,704-26.6% | $3,350-18.9% |
| Admin fee / account holder | $101 | $418-75.8% | $5,113-98.0% | $521-80.6% |