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 | $4,813 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,835 | $71,883+189.1% | $86,677+139.8% | $68,494+203.4% |
| Participation rate | 81.8% | 72.2%+9.6pp | 76.6%+5.2pp | 67.9%+13.9pp |
| Annual return | -18.69% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $9,536 | $2,173+338.9% | $2,836+236.2% | $2,596+267.3% |
| Participant deferral / active EE | $22,637 | $3,779+499.1% | $4,656+386.2% | $4,027+462.1% |
| Admin fee / account holder | $22 | $6,112-99.6% | $7,493-99.7% | $5,403-99.6% |