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 | $6,906 |
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 | $14,982 | $86,332-82.6% | $125,175-88.0% | $65,185-77.0% |
| Participation rate | 97.3% | 75.3%+22.0pp | 79.8%+17.6pp | 70.2%+27.1pp |
| Annual return | 23.98% | 27.43%-3.5pp | 43.79%-19.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $787 | $2,040-61.4% | $3,865-79.6% | $2,177-63.8% |
| Participant deferral / active EE | $2,266 | $3,537-35.9% | $4,937-54.1% | $3,514-35.5% |
| Admin fee / account holder | $20 | $609-96.8% | $9,702-99.8% | $847-97.7% |