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 | $9,168 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,839 | $61,156-80.6% | $185,823-93.6% | $79,386-85.1% |
| Participation rate | 88.0% | 66.6%+21.4pp | 81.7%+6.3pp | 70.7%+17.3pp |
| Annual return | 16.59% | 19.45%-2.9pp | 122.05%-105.5pp | 116.85%-100.3pp |
| Employer contribution / active EE | $846 | $2,321-63.5% | $5,167-83.6% | $2,427-65.1% |
| Participant deferral / active EE | $1,921 | $2,789-31.1% | $5,568-65.5% | $4,046-52.5% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |