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 8-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 26 · EIN 71-0294708 | Advisory (Participants) | $2,783 |
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 | $59,679 | $73,638-19.0% | $95,952-37.8% | $73,488-18.8% |
| Participation rate | 87.3% | 76.2%+11.1pp | 77.1%+10.2pp | 70.7%+16.6pp |
| Annual return | 17.58% | 16.78%+0.8pp | 91.61%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,752 | $1,863-5.9% | $2,541-31.0% | $2,270-22.8% |
| Participant deferral / active EE | $4,375 | $3,617+21.0% | $4,167+5.0% | $3,740+17.0% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.8% | $513-96.8% |