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 | $33,976 | $65,376-48.0% | $87,100-61.0% | $65,185-47.9% |
| Participation rate | 91.2% | 75.3%+15.9pp | 76.9%+14.4pp | 70.2%+21.0pp |
| Annual return | 23.72% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $828 | $1,822-54.6% | $2,521-67.2% | $2,177-62.0% |
| Participant deferral / active EE | $2,210 | $3,388-34.8% | $4,049-45.4% | $3,514-37.1% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |