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 | $8,188 |
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 | $18,203 | $81,474-77.7% | $133,956-86.4% | $73,488-75.2% |
| Participation rate | 96.7% | 76.4%+20.4pp | 79.8%+16.9pp | 70.7%+26.1pp |
| Annual return | 15.23% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $784 | $2,209-64.5% | $3,919-80.0% | $2,270-65.4% |
| Participant deferral / active EE | $2,077 | $3,786-45.2% | $5,048-58.9% | $3,740-44.5% |
| Admin fee / account holder | $23 | $713-96.8% | $8,927-99.7% | $513-95.5% |