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 | $2,632 |
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 | $215,038 | $79,519+170.4% | $95,952+124.1% | $73,409+192.9% |
| Participation rate | 97.6% | 81.2%+16.4pp | 77.1%+20.5pp | 72.2%+25.4pp |
| Annual return | 17.98% | 19.20%-1.2pp | 91.61%-73.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $2,689 | $2,048+31.3% | $2,541+5.8% | $2,234+20.4% |
| Participant deferral / active EE | $6,442 | $4,138+55.7% | $4,167+54.6% | $3,805+69.3% |
| Admin fee / account holder | $10 | $184-94.7% | $6,795-99.9% | $158-93.8% |