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 26 · EIN 71-0294708 | Advisory (Participants) | $13,825 |
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 | $29,949 | $42,548-29.6% | $74,550-59.8% | $56,287-46.8% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.1%+27.0pp | 69.9%+26.3pp |
| Annual return | -4.80% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $921 | $855+7.7% | $1,961-53.0% | $2,111-56.4% |
| Participant deferral / active EE | $4,078 | $2,277+79.1% | $3,108+31.2% | $3,350+21.8% |
| Admin fee / account holder | $50 | $467-89.4% | $5,060-99.0% | $521-90.5% |