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) | $1,896 |
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 | $85,707 | $88,122-2.7% | $141,162-39.3% | $67,579+26.8% |
| Participation rate | 89.5% | 76.5%+13.0pp | 82.5%+7.0pp | 71.3%+18.2pp |
| Annual return | 25.19% | 75.40%-50.2pp | 71.39%-46.2pp | 378.56%-353.4pp |
| Employer contribution / active EE | $1,643 | $3,224-49.0% | $4,735-65.3% | $2,148-23.5% |
| Participant deferral / active EE | $8,283 | $5,958+39.0% | $6,709+23.5% | $3,539+134.0% |
| Admin fee / account holder | $10 | $131-92.1% | $10,261-99.9% | $142-92.7% |