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 | $18,302 |
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 | $51,326 | $83,477-38.5% | $125,175-59.0% | $72,985-29.7% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.5%+24.4pp |
| Annual return | 26.81% | 25.78%+1.0pp | 43.79%-17.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,035 | $2,345-13.2% | $3,865-47.3% | $2,440-16.6% |
| Participant deferral / active EE | $4,793 | $3,585+33.7% | $4,937-2.9% | $3,607+32.9% |
| Admin fee / account holder | $68 | $5,517-98.8% | $9,702-99.3% | $5,124-98.7% |