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 26-0058143 | Consulting | $4,009 |
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 | $73,833 | $60,795+21.4% | $69,455+6.3% | $65,185+13.3% |
| Participation rate | 91.0% | 74.9%+16.1pp | 74.6%+16.4pp | 70.2%+20.8pp |
| Annual return | 15.41% | 17.46%-2.0pp | 28.97%-13.6pp | 29.38%-14.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,300 | $3,162+36.0% | $3,535+21.6% | $3,514+22.4% |
| Admin fee / account holder | $15 | $314-95.4% | $3,839-99.6% | $847-98.3% |