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 72 · EIN 66-0561870 | Other investment fees and expenses | $305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,528 | $60,795-67.9% | $69,455-71.9% | $65,185-70.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 23.98% | 17.46%+6.5pp | 28.97%-5.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $898 | $2,452-63.4% | $2,779-67.7% | $2,177-58.7% |
| Participant deferral / active EE | $806 | $3,162-74.5% | $3,535-77.2% | $3,514-77.1% |
| Admin fee / account holder | $2 | $314-99.4% | $3,839-100.0% | $847-99.8% |