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) | $0 |
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 | $116,611 | $73,638+58.4% | $95,952+21.5% | $73,488+58.7% |
| Participation rate | 93.3% | 76.2%+17.2pp | 77.1%+16.3pp | 70.7%+22.7pp |
| Annual return | 12.71% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,654 | $1,863-11.3% | $2,541-34.9% | $2,270-27.2% |
| Participant deferral / active EE | $7,424 | $3,617+105.3% | $4,167+78.2% | $3,740+98.5% |
| Admin fee / account holder | $103 | $482-78.7% | $6,795-98.5% | $513-80.0% |