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 51 · EIN 39-6040276 | Investment Mgmt Fees | $852 |
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 | $88,525 | $71,192+24.3% | $117,854-24.9% | $62,292+42.1% |
| Participation rate | 83.2% | 74.2%+9.0pp | 79.7%+3.6pp | 69.5%+13.7pp |
| Annual return | 12.46% | 18.66%-6.2pp | 335.08%-322.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $988 | $1,934-48.9% | $3,786-73.9% | $2,042-51.6% |
| Participant deferral / active EE | $3,614 | $3,189+13.3% | $4,482-19.4% | $3,169+14.0% |
| Admin fee / account holder | $6 | $587-98.9% | $8,020-99.9% | $479-98.7% |