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 | $3,170 |
Employer 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 | $67,793 | $44,425+52.6% | $67,834-0.1% | $55,167+22.9% |
| Participation rate | 87.8% | 59.7%+28.1pp | 68.8%+19.0pp | 69.0%+18.8pp |
| Annual return | 15.02% | 17.80%-2.8pp | 138.47%-123.5pp | 169.23%-154.2pp |
| Employer contribution / active EE | $6 | $1,351-99.5% | $2,403-99.7% | $1,963-99.7% |
| Participant deferral / active EE | $1,660 | $2,166-23.4% | $3,160-47.5% | $3,054-45.7% |
| Admin fee / account holder | $24 | $530-95.5% | $4,622-99.5% | $504-95.3% |