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 25 · EIN 04-2647786 | Directed Trustee | $6,289 |
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 | $155,520 | $94,529+64.5% | $140,016+11.1% | $64,186+142.3% |
| Participation rate | 90.4% | 84.1%+6.3pp | 87.5%+2.9pp | 69.6%+20.9pp |
| Annual return | -5.78% | 7.77%-13.6pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $6,306 | $3,812+65.4% | $5,606+12.5% | $2,381+164.9% |
| Participant deferral / active EE | $11,755 | $5,250+123.9% | $6,927+69.7% | $3,470+238.8% |
| Admin fee / account holder | $47 | $6,741-99.3% | $10,705-99.6% | $4,888-99.0% |