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 13 · EIN 41-0417830 | Contract Administrator | $0 |
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 | $20,563 | $42,548-51.7% | $74,550-72.4% | $56,287-63.5% |
| Participation rate | 99.5% | 60.5%+39.0pp | 69.1%+30.4pp | 69.9%+29.7pp |
| Annual return | -7.99% | 12.40%-20.4pp | 32.53%-40.5pp | -9.96%+2.0pp |
| Employer contribution / active EE | $951 | $855+11.2% | $1,961-51.5% | $2,111-55.0% |
| Participant deferral / active EE | $3,186 | $2,277+39.9% | $3,108+2.5% | $3,350-4.9% |
| Admin fee / account holder | $84 | $467-82.1% | $5,060-98.3% | $521-83.9% |