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 52 · EIN 04-1590850 | Indirect Investment Fees | $238,493 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,984 | $50,626-62.5% | $84,750-77.6% | $65,292-70.9% |
| Participation rate | 89.2% | 89.2%0pp | 76.6%+12.6pp | 72.4%+16.8pp |
| Annual return | 9.95% | 5.34%+4.6pp | 22.78%-12.8pp | 11.84%-1.9pp |
| Employer contribution / active EE | $1,286 | $3,033-57.6% | $3,574-64.0% | $2,302-44.1% |
| Participant deferral / active EE | $1,567 | $3,109-49.6% | $3,712-57.8% | $3,579-56.2% |
| Admin fee / account holder | $31 | $97-67.7% | $5,332-99.4% | $57-45.6% |