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 27 · EIN 71-0294708 | Advisory (Plan) | $2,200 |
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 | $95,159 | $104,475-8.9% | $159,436-40.3% | $79,386+19.9% |
| Participation rate | 98.7% | 76.6%+22.0pp | 82.8%+15.8pp | 70.7%+28.0pp |
| Annual return | 15.49% | 67.95%-52.5pp | 263.57%-248.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $6,045 | $3,417+76.9% | $4,829+25.2% | $2,427+149.0% |
| Participant deferral / active EE | $7,917 | $6,467+22.4% | $7,352+7.7% | $4,046+95.7% |
| Admin fee / account holder | $10 | $711-98.6% | $10,799-99.9% | $626-98.4% |