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 51-0396365 | Advisory (Participants) | $26,091 |
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 | $39,546 | $74,706-47.1% | $75,696-47.8% | $79,386-50.2% |
| Participation rate | 77.8% | 75.3%+2.5pp | 74.8%+3.0pp | 70.7%+7.1pp |
| Annual return | 13.33% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $801 | $2,590-69.1% | $2,743-70.8% | $2,427-67.0% |
| Participant deferral / active EE | $1,423 | $3,533-59.7% | $3,821-62.8% | $4,046-64.8% |
| Admin fee / account holder | $61 | $374-83.7% | $3,619-98.3% | $626-90.3% |