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 | $9,316 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $294,490 | $99,957+194.6% | $149,696+96.7% | $73,488+300.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 5.62% | 53.87%-48.2pp | 276.60%-271.0pp | 28.51%-22.9pp |
| Employer contribution / active EE | $13,070 | $3,191+309.6% | $4,644+181.4% | $2,270+475.7% |
| Participant deferral / active EE | $1,606 | $6,073-73.6% | $6,842-76.5% | $3,740-57.0% |
| Admin fee / account holder | $61 | $551-88.9% | $9,309-99.3% | $513-88.1% |