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 99 · EIN 61-1758632 | Other Fees | $7,236 |
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 | $39,409 | $66,302-40.6% | $110,238-64.3% | $56,287-30.0% |
| Participation rate | 97.0% | 74.9%+22.1pp | 79.8%+17.2pp | 69.9%+27.2pp |
| Annual return | -5.43% | -1.18%-4.3pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,998 | $2,047-2.4% | $3,826-47.8% | $2,111-5.3% |
| Participant deferral / active EE | $4,547 | $3,381+34.5% | $4,672-2.7% | $3,350+35.7% |
| Admin fee / account holder | $49 | $698-93.0% | $8,547-99.4% | $521-90.6% |