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 | $21,043 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,418 |
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 | $79,577 | $64,919+22.6% | $392,568-79.7% | $65,185+22.1% |
| Participation rate | 99.1% | 72.0%+27.1pp | 78.1%+21.0pp | 70.2%+28.9pp |
| Annual return | 26.86% | 26.09%+0.8pp | 24.42%+2.4pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,151 | $2,374-51.5% | $3,783-69.6% | $2,177-47.1% |
| Participant deferral / active EE | $4,273 | $3,668+16.5% | $5,985-28.6% | $3,514+21.6% |
| Admin fee / account holder | $250 | $634-60.6% | $6,260-96.0% | $847-70.5% |