See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $95,596 |
Service code 99 · EIN 61-1758632 | Other Fees | $69,961 |
401K SAFE2 years Filed as: 401K SAFE, LLC Service code 10 P.O. BOX 518 · ALBERTVILLE, AL 35950 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,507 | $59,054-28.0% | $97,226-56.3% | $77,643-45.3% |
| Participation rate | 94.0% | 67.9%+26.2pp | 72.7%+21.4pp | 70.6%+23.5pp |
| Annual return | 16.58% | 16.96%-0.4pp | 75.13%-58.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,694 | $1,742+169.4% | $2,729+72.0% | $2,726+72.2% |
| Participant deferral / active EE | $10,661 | $3,930+171.3% | $4,264+150.0% | $4,647+129.4% |
| Admin fee / account holder | $124 | $346-64.3% | $5,654-97.8% | $430-71.3% |