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 16 · EIN 04-2647786 | Consulting | $10,818 |
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 | $41,839 | $44,873-6.8% | $79,464-47.3% | $56,287-25.7% |
| Participation rate | 97.3% | 68.7%+28.6pp | 73.3%+24.0pp | 69.9%+27.4pp |
| Annual return | -3.15% | 0.81%-4.0pp | 718.14%-721.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $2,358 | $2,140+10.2% | $2,800-15.8% | $2,111+11.7% |
| Participant deferral / active EE | $4,949 | $2,746+80.2% | $3,704+33.6% | $3,350+47.7% |
| Admin fee / account holder | $43 | $418-89.6% | $5,113-99.2% | $521-91.7% |