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 26 · EIN 71-0294708 | Advisory (Participants) | $982 |
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 | $68,303 | $75,388-9.4% | $123,544-44.7% | $55,725+22.6% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.3%+15.3pp | 70.9%+26.7pp |
| Annual return | -5.21% | 4.48%-9.7pp | 119.20%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,932 | $3,063-36.9% | $4,628-58.3% | $2,078-7.1% |
| Participant deferral / active EE | $8,380 | $5,651+48.3% | $6,426+30.4% | $3,356+149.8% |
| Admin fee / account holder | $9 | $120-92.6% | $9,284-99.9% | $115-92.3% |