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 | $5,500 |
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 | $23,449 | $36,916-36.5% | $156,549-85.0% | $57,658-59.3% |
| Participation rate | 70.6% | 63.4%+7.2pp | 84.0%-13.4pp | 70.2%+0.4pp |
| Annual return | 7.01% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $790 | $1,571-49.7% | $5,501-85.6% | $1,974-60.0% |
| Participant deferral / active EE | $1,044 | $1,926-45.8% | $4,871-78.6% | $3,061-65.9% |
| Admin fee / account holder | $25 | $82-69.6% | $13,027-99.8% | $95-73.4% |