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 21 · EIN 66-0561870 | Bank Trustee | $17,764 |
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 | $39,822 | $54,590-27.1% | $81,930-51.4% | $73,488-45.8% |
| Participation rate | 97.6% | 68.3%+29.3pp | 72.0%+25.6pp | 70.7%+26.9pp |
| Annual return | 19.38% | 17.74%+1.6pp | 29.49%-10.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $790 | $1,636-51.7% | $4,310-81.7% | $2,270-65.2% |
| Participant deferral / active EE | $2,555 | $2,759-7.4% | $7,107-64.0% | $3,740-31.7% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-99.9% |