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 | $19,589 |
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 | $68,835 | $91,552-24.8% | $133,956-48.6% | $79,858-13.8% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 17.62% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,564 | $2,384+7.6% | $3,919-34.6% | $2,471+3.8% |
| Participant deferral / active EE | $6,372 | $3,733+70.7% | $5,048+26.2% | $3,740+70.4% |
| Admin fee / account holder | $50 | $6,321-99.2% | $8,927-99.4% | $5,306-99.1% |