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 52 · EIN 35-0145825 | Indirect Investment Fees | $54,067 |
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 | $35,775 | $37,039-3.4% | $147,614-75.8% | $59,188-39.6% |
| Participation rate | 81.0% | 63.8%+17.2pp | 84.6%-3.6pp | 69.4%+11.6pp |
| Annual return | -0.47% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $3,302 | $2,094+57.7% | $4,895-32.6% | $3,265+1.1% |
| Admin fee / account holder | $0 | $60-99.2% | $11,611-100.0% | $92-99.5% |