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) | $4,172 |
Annual investment return 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 | $70,262 | $56,054+25.3% | $171,082-58.9% | $62,891+11.7% |
| Participation rate | 89.5% | 62.9%+26.7pp | 76.7%+12.8pp | 69.3%+20.2pp |
| Annual return | 3.96% | 22.52%-18.6pp | 32.56%-28.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $887 | $1,731-48.8% | $4,002-77.8% | $2,281-61.1% |
| Participant deferral / active EE | $3,513 | $3,158+11.2% | $4,797-26.8% | $3,203+9.7% |
| Admin fee / account holder | $15 | $3,647-99.6% | $8,520-99.8% | $4,296-99.7% |