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 | $9,936 |
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 | $74,721 | $76,401-2.2% | $106,387-29.8% | $64,186+16.4% |
| Participation rate | 97.8% | 73.5%+24.2pp | 77.5%+20.3pp | 69.6%+28.2pp |
| Annual return | -5.57% | -2.19%-3.4pp | 0.25%-5.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,729 | $2,680+1.8% | $3,520-22.5% | $2,381+14.6% |
| Participant deferral / active EE | $4,582 | $4,274+7.2% | $5,421-15.5% | $3,470+32.1% |
| Admin fee / account holder | $99 | $4,610-97.9% | $7,510-98.7% | $4,888-98.0% |