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) | $29,448 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,679 | $147,039-75.1% | $64,056-42.7% | - |
| Participation rate | 72.3% | 70.9%+1.4pp | 72.3%0pp | - |
| Annual return | 15.90% | 7.51%+8.4pp | 33.69%-17.8pp | - |
| Employer contribution / active EE | $982 | $2,405-59.2% | $2,747-64.2% | - |
| Participant deferral / active EE | $1,796 | $3,377-46.8% | $3,880-53.7% | - |
| Admin fee / account holder | $68 | $6,926-99.0% | $3,068-97.8% | - |