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 26 · EIN 71-0294708 | Advisory (Participants) | $31 |
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 | $76,036 | $43,504+74.8% | $68,793+10.5% | $56,287+35.1% |
| Participation rate | 95.1% | 67.8%+27.3pp | 72.2%+22.9pp | 69.9%+25.2pp |
| Annual return | -1.18% | -3.15%+2.0pp | -4.63%+3.5pp | -9.96%+8.8pp |
| Employer contribution / active EE | $3,544 | $1,525+132.3% | $2,625+35.0% | $2,111+67.9% |
| Participant deferral / active EE | $2,826 | $2,509+12.6% | $3,311-14.6% | $3,350-15.6% |
| Admin fee / account holder | $1 | $515-99.8% | $5,131-100.0% | $521-99.8% |