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 28 · EIN 41-0417830 | Investment Management | $2,815 |
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 | $30,709 | $72,404-57.6% | $110,238-72.1% | $64,186-52.2% |
| Participation rate | 94.9% | 73.3%+21.6pp | 79.8%+15.1pp | 69.6%+25.4pp |
| Annual return | -5.92% | -6.29%+0.4pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,773 | $2,282+21.5% | $3,826-27.5% | $2,381+16.5% |
| Participant deferral / active EE | $8,708 | $3,469+151.0% | $4,672+86.4% | $3,470+151.0% |
| Admin fee / account holder | $23 | $5,664-99.6% | $8,547-99.7% | $4,888-99.5% |