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 | $3,750 |
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 | $27,322 | $55,453-50.7% | $170,442-84.0% | $62,292-56.1% |
| Participation rate | 77.2% | 66.4%+10.8pp | 83.6%-6.4pp | 69.5%+7.7pp |
| Annual return | 18.60% | 21.38%-2.8pp | 205.93%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,056 | $2,164-51.2% | $5,433-80.6% | $2,042-48.3% |
| Participant deferral / active EE | $1,451 | $2,303-37.0% | $4,939-70.6% | $3,169-54.2% |
| Admin fee / account holder | $16 | $455-96.5% | $13,880-99.9% | $479-96.7% |