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 16 · EIN 04-2647786 | Consulting | $3,750 |
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 | $144,606 | $65,118+122.1% | $76,768+88.4% | $55,725+159.5% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.2pp | 70.9%+27.3pp |
| Annual return | -4.08% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,431 | $1,941+25.3% | $2,485-2.2% | $2,078+17.0% |
| Participant deferral / active EE | $5,486 | $3,688+48.8% | $3,852+42.4% | $3,356+63.5% |
| Admin fee / account holder | $14 | $116-88.1% | $6,675-99.8% | $115-88.1% |