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 | $238,838 | $105,181+127.1% | $159,436+49.8% | $85,850+178.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.15% | 45.07%-21.9pp | 263.57%-240.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $5,760 | $3,318+73.6% | $4,829+19.3% | $2,565+124.6% |
| Participant deferral / active EE | $6,000 | $5,945+0.9% | $7,352-18.4% | $3,952+51.8% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |