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 | $3,532 |
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 | $182,423 | $73,404+148.5% | $87,100+109.4% | $67,579+169.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.9%+20.1pp | 71.3%+25.7pp |
| Annual return | 23.28% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,532 | $2,014+25.7% | $2,521+0.4% | $2,148+17.9% |
| Participant deferral / active EE | $5,726 | $3,913+46.4% | $4,049+41.4% | $3,539+61.8% |
| Admin fee / account holder | $13 | $142-90.9% | $7,497-99.8% | $142-90.9% |