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 | $50,567 | $57,976-12.8% | $62,995-19.7% | $62,292-18.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.87% | 17.54%-4.7pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,186 | $2,415-9.5% | $2,759-20.8% | $2,042+7.0% |
| Participant deferral / active EE | $1,515 | $2,956-48.8% | $3,329-54.5% | $3,169-52.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |