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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,780 |
Annual investment return 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 | $179,859 | $75,183+139.2% | $123,892+45.2% | $55,167+226.0% |
| Participation rate | 70.5% | 72.8%-2.3pp | 81.4%-10.9pp | 69.0%+1.5pp |
| Annual return | 5.20% | 19.01%-13.8pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,810 | $2,823-0.5% | $4,617-39.1% | $1,963+43.2% |
| Participant deferral / active EE | $7,263 | $5,084+42.8% | $5,984+21.4% | $3,054+137.8% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.7% |