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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $51,356 |
Service code 16 · EIN 04-2670968 | Consulting | $35,000 |
Employer contribution per participant 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 | $112,196 | $100,801+11.3% | $149,696-25.1% | $73,409+52.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 43.21% | 265.34%-222.1pp | 276.60%-233.4pp | 59.29%-16.1pp |
| Employer contribution / active EE | $535 | $3,312-83.9% | $4,644-88.5% | $2,234-76.1% |
| Participant deferral / active EE | $5,089 | $6,404-20.5% | $6,842-25.6% | $3,805+33.7% |
| Admin fee / account holder | $226 | $181+25.0% | $9,309-97.6% | $158+43.2% |