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 | $6,713 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $272,170 | $73,102+272.3% | $123,544+120.3% | $56,287+383.5% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | 2.62% | 3.01%-0.4pp | 119.20%-116.6pp | -9.96%+12.6pp |
| Employer contribution / active EE | $13,153 | $2,977+341.8% | $4,628+184.2% | $2,111+523.1% |
| Participant deferral / active EE | $1,092 | $5,423-79.9% | $6,426-83.0% | $3,350-67.4% |
| Admin fee / account holder | $44 | $554-92.0% | $9,284-99.5% | $521-91.5% |