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 |
Service code 17 NORTHFIELD DRIVE A · WINDSOR, CT 06095 | Pension Consulting | $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 | $25,695 | $59,186-56.6% | $76,768-66.5% | $56,287-54.3% |
| Participation rate | 95.7% | 75.2%+20.4pp | 77.0%+18.7pp | 69.9%+25.8pp |
| Annual return | -5.61% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $909 | $1,759-48.3% | $2,485-63.4% | $2,111-56.9% |
| Participant deferral / active EE | $2,178 | $3,255-33.1% | $3,852-43.5% | $3,350-35.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |