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 51-0396365 | Investment Mgmt Fees | $150,196 |
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 | $55,167 | $62,928-12.3% | $172,739-68.1% | $67,579-18.4% |
| Participation rate | 93.1% | 64.5%+28.6pp | 82.6%+10.4pp | 71.3%+21.8pp |
| Annual return | 21.11% | 30.36%-9.2pp | 802.84%-781.7pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,168 | $1,636+32.5% | $5,143-57.8% | $2,148+0.9% |
| Participant deferral / active EE | $3,497 | $2,145+63.0% | $5,198-32.7% | $3,539-1.2% |
| Admin fee / account holder | $155 | $167-6.9% | $13,954-98.9% | $142+9.0% |