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 | $47,557 |
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 | $33,754 | $47,456-28.9% | $172,739-80.5% | $77,787-56.6% |
| Participation rate | 83.8% | 66.3%+17.5pp | 82.6%+1.2pp | 73.2%+10.6pp |
| Annual return | 26.67% | 35.57%-8.9pp | 802.84%-776.2pp | 32.57%-5.9pp |
| Employer contribution / active EE | $816 | $1,574-48.2% | $5,143-84.1% | $2,504-67.4% |
| Participant deferral / active EE | $2,190 | $2,560-14.5% | $5,198-57.9% | $3,967-44.8% |
| Admin fee / account holder | $21 | $81-73.6% | $13,954-99.8% | $100-78.7% |