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 | $19,240 | $31,388-38.7% | $73,545-73.8% | $62,292-69.1% |
| Participation rate | 96.9% | 39.9%+57.1pp | 54.9%+42.0pp | 69.5%+27.4pp |
| Annual return | 13.82% | 25.34%-11.5pp | -15.16%+29.0pp | 28.90%-15.1pp |
| Employer contribution / active EE | $756 | $498+51.8% | $1,219-38.0% | $2,042-63.0% |
| Participant deferral / active EE | $2,023 | $1,028+96.7% | $1,806+12.0% | $3,169-36.2% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |