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 27 · EIN 94-3428956 | Advisory (Plan) | $13,904 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,420 |
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 | $79,239 | $68,413+15.8% | $123,104-35.6% | $55,191+43.6% |
| Participation rate | 98.6% | 84.5%+14.1pp | 86.8%+11.9pp | 69.2%+29.5pp |
| Annual return | 0.75% | 6.30%-5.5pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $4,826 | $3,050+58.2% | $5,151-6.3% | $1,899+154.2% |
| Participant deferral / active EE | $2,030 | $4,490-54.8% | $6,230-67.4% | $3,046-33.4% |
| Admin fee / account holder | $7 | $88-92.2% | $9,015-99.9% | $91-92.4% |