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 | $11,471 |
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 | $38,805 | $42,546-8.8% | $71,796-46.0% | $55,167-29.7% |
| Participation rate | 98.4% | 59.1%+39.2pp | 69.1%+29.2pp | 69.0%+29.4pp |
| Annual return | 3.86% | 12.36%-8.5pp | 78.04%-74.2pp | 169.23%-165.4pp |
| Employer contribution / active EE | $2,411 | $803+200.1% | $1,924+25.3% | $1,963+22.9% |
| Participant deferral / active EE | $3,436 | $2,064+66.4% | $2,794+22.9% | $3,054+12.5% |
| Admin fee / account holder | $61 | $650-90.7% | $4,815-98.7% | $504-88.0% |