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 19 · EIN 51-0396365 | Securities Custodian | $5,414 |
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 | $32,951 | $77,634-57.6% | $156,549-79.0% | $62,891-47.6% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | 14.15% | 50.32%-36.2pp | 32.23%-18.1pp | 20.14%-6.0pp |
| Employer contribution / active EE | $2,484 | $3,444-27.9% | $5,501-54.8% | $2,281+8.9% |
| Participant deferral / active EE | $964 | $3,045-68.4% | $4,871-80.2% | $3,203-69.9% |
| Admin fee / account holder | $33 | $5,561-99.4% | $13,027-99.7% | $4,296-99.2% |