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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,096 | $54,364+89.6% | $77,999+32.2% | - |
| Participation rate | 92.9% | 73.9%+19.1pp | 75.5%+17.4pp | - |
| Annual return | 4.64% | 2.71%+1.9pp | 425.96%-421.3pp | - |
| Employer contribution / active EE | $5,758 | $1,328+333.6% | $2,470+133.1% | - |
| Participant deferral / active EE | $0 | $2,800-100.0% | $3,497-100.0% | - |
| Admin fee / account holder | $22 | $3,826-99.4% | $5,480-99.6% | - |