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 26-1341658 | Advisory (Participants) | $11,912 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,990 | $58,879-62.7% | $178,490-87.7% | $73,488-70.1% |
| Participation rate | 91.6% | 66.2%+25.4pp | 81.9%+9.7pp | 70.7%+20.9pp |
| Annual return | -9.40% | 24.86%-34.3pp | 151.07%-160.5pp | 28.51%-37.9pp |
| Employer contribution / active EE | $1,159 | $2,236-48.2% | $5,011-76.9% | $2,270-49.0% |
| Participant deferral / active EE | $1,268 | $2,567-50.6% | $5,202-75.6% | $3,740-66.1% |
| Admin fee / account holder | $256 | $400-36.1% | $13,984-98.2% | $513-50.1% |