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 | $9,104 |
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 | $10,349 | $66,302-84.4% | $110,238-90.6% | $56,287-81.6% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -3.69% | -1.18%-2.5pp | 314.74%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $786 | $2,047-61.6% | $3,826-79.5% | $2,111-62.8% |
| Participant deferral / active EE | $2,308 | $3,381-31.7% | $4,672-50.6% | $3,350-31.1% |
| Admin fee / account holder | $16 | $698-97.7% | $8,547-99.8% | $521-96.9% |