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 | $21,126 |
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 | $10,170 | $50,152-79.7% | $71,671-85.8% | - |
| Participation rate | 99.6% | 59.4%+40.2pp | 68.7%+30.9pp | - |
| Annual return | 19.88% | 9.73%+10.2pp | 20.65%-0.8pp | - |
| Employer contribution / active EE | $1,141 | $997+14.4% | $2,460-53.6% | - |
| Participant deferral / active EE | $1,478 | $1,978-25.3% | $3,438-57.0% | - |
| Admin fee / account holder | $80 | $1,576-94.9% | $5,558-98.6% | - |