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 6-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 16 · EIN 04-2647786 | Consulting | $121,700 |
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 | $169,455 | $96,403+75.8% | $93,606+81.0% | $77,787+117.8% |
| Participation rate | 84.9% | 87.6%-2.7pp | 75.8%+9.1pp | 73.2%+11.7pp |
| Annual return | 0.00% | 39.36%-39.4pp | 32.76%-32.8pp | 32.57%-32.6pp |
| Employer contribution / active EE | $2,869 | $3,616-20.6% | $2,718+5.6% | $2,504+14.6% |
| Participant deferral / active EE | $6,934 | $5,341+29.8% | $4,069+70.4% | $3,967+74.8% |
| Admin fee / account holder | $58 | $90-34.9% | $7,888-99.3% | $100-41.8% |