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) | $14,250 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,200 |
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 | $59,457 | $71,802-17.2% | $133,980-55.6% | $57,658+3.1% |
| Participation rate | 98.7% | 85.5%+13.3pp | 87.1%+11.7pp | 70.2%+28.5pp |
| Annual return | 7.25% | 13.51%-6.3pp | 29.30%-22.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $4,500 | $3,161+42.3% | $5,211-13.6% | $1,974+128.0% |
| Participant deferral / active EE | $1,742 | $4,606-62.2% | $6,282-72.3% | $3,061-43.1% |
| Admin fee / account holder | $4 | $88-95.2% | $9,324-100.0% | $95-95.5% |