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 12 · EIN 62-1291257 | Trustee (bank, trust company, or simi... | $43,268 |
Annual investment return 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 | $36,108 | $47,977-24.7% | $154,107-76.6% | $56,287-35.8% |
| Participation rate | 84.6% | 66.2%+18.4pp | 83.0%+1.6pp | 69.9%+14.8pp |
| Annual return | -7.08% | 3.54%-10.6pp | 735.12%-742.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,069 | $2,169-50.7% | $5,298-79.8% | $2,111-49.4% |
| Participant deferral / active EE | $2,544 | $2,392+6.4% | $5,081-49.9% | $3,350-24.0% |
| Admin fee / account holder | $281 | $438-35.9% | $13,411-97.9% | $521-46.1% |