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 9-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 59 · EIN 94-1737782 | Shareholder Servicing | $2,855 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,614 | $58,320+24.5% | $86,436-16.0% | $66,914+8.5% |
| Participation rate | 72.1% | 78.6%-6.5pp | 80.3%-8.2pp | 69.8%+2.3pp |
| Annual return | -17.05% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,088 | $2,615-58.4% | $3,769-71.1% | $2,544-57.2% |
| Participant deferral / active EE | $16,229 | $6,899+135.2% | $6,952+133.5% | $4,237+283.0% |
| Admin fee / account holder | $22 | $546-96.0% | $6,731-99.7% | $593-96.3% |