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 | $0 |
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 | $46,030 | $51,466-10.6% | $78,778-41.6% | $62,292-26.1% |
| Participation rate | 98.4% | 59.8%+38.6pp | 69.2%+29.2pp | 69.5%+28.9pp |
| Annual return | 16.03% | 19.96%-3.9pp | 35.62%-19.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,287 | $827+176.4% | $1,986+15.2% | $2,042+12.0% |
| Participant deferral / active EE | $3,360 | $2,147+56.4% | $2,958+13.6% | $3,169+6.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |