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 | $14,754 |
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 | $35,628 | $39,245-9.2% | $64,105-44.4% | $52,331-31.9% |
| Participation rate | 98.4% | 58.2%+40.2pp | 68.2%+30.3pp | 68.1%+30.3pp |
| Annual return | 1.52% | 14.79%-13.3pp | 791.24%-789.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,357 | $736+220.1% | $1,820+29.5% | $1,882+25.2% |
| Participant deferral / active EE | $3,295 | $1,992+65.5% | $2,822+16.8% | $3,022+9.0% |
| Admin fee / account holder | $78 | $592-86.8% | $4,499-98.3% | $592-86.7% |