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 | $48,579 |
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 | $35,661 | $56,095-36.4% | $178,490-80.0% | $90,288-60.5% |
| Participation rate | 87.0% | 65.6%+21.5pp | 81.9%+5.1pp | 73.4%+13.7pp |
| Annual return | 17.56% | 28.81%-11.3pp | 151.07%-133.5pp | 53.97%-36.4pp |
| Employer contribution / active EE | $874 | $1,572-44.4% | $5,011-82.6% | $2,524-65.4% |
| Participant deferral / active EE | $2,329 | $2,669-12.7% | $5,202-55.2% | $4,232-45.0% |
| Admin fee / account holder | $19 | $101-81.0% | $13,984-99.9% | $114-83.2% |