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 |
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 | $188,782 | $89,355+111.3% | $141,162+33.7% | $72,985+158.7% |
| Participation rate | 98.9% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 0.58% | 111.85%-111.3pp | 71.39%-70.8pp | 81.00%-80.4pp |
| Employer contribution / active EE | $4,987 | $3,114+60.1% | $4,735+5.3% | $2,440+104.4% |
| Participant deferral / active EE | $5,950 | $5,418+9.8% | $6,709-11.3% | $3,607+65.0% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |