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 27 · EIN 71-0294708 | Advisory (Plan) | $4,018 |
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 | $60,029 | $52,519+14.3% | $155,790-61.5% | $59,632+0.7% |
| Participation rate | 84.4% | 61.7%+22.7pp | 76.1%+8.3pp | 68.7%+15.7pp |
| Annual return | 0.78% | 53.51%-52.7pp | 71.54%-70.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $862 | $1,589-45.7% | $3,836-77.5% | $2,203-60.9% |
| Participant deferral / active EE | $3,097 | $3,084+0.4% | $4,797-35.4% | $3,192-3.0% |
| Admin fee / account holder | $9 | $3,540-99.7% | $7,478-99.9% | $4,297-99.8% |