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 33 · EIN 04-2675571 | Other fees; Securities brokerage | $40,130 |
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 | $63,974 | $65,592-2.5% | $90,160-29.0% | $69,631-8.1% |
| Participation rate | 88.7% | 77.6%+11.1pp | 76.9%+11.9pp | 70.7%+18.1pp |
| Annual return | 29.83% | 57.10%-27.3pp | 34.88%-5.1pp | 27571.02%-27541.2pp |
| Employer contribution / active EE | $4,504 | $2,193+105.4% | $3,318+35.7% | $2,032+121.6% |
| Participant deferral / active EE | $9,336 | $5,257+77.6% | $5,288+76.6% | $3,224+189.6% |
| Admin fee / account holder | $106 | $86+24.2% | $5,943-98.2% | $110-3.7% |