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 | $6,539 |
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 | $163,999 | $98,982+65.7% | $162,163+1.1% | $65,185+151.6% |
| Participation rate | 92.0% | 85.8%+6.3pp | 87.6%+4.5pp | 70.2%+21.8pp |
| Annual return | 25.54% | 24.84%+0.7pp | 115.59%-90.0pp | 29.38%-3.8pp |
| Employer contribution / active EE | $5,802 | $3,467+67.4% | $5,614+3.3% | $2,177+166.5% |
| Participant deferral / active EE | $11,149 | $5,384+107.1% | $7,298+52.8% | $3,514+217.3% |
| Admin fee / account holder | $41 | $596-93.1% | $10,843-99.6% | $847-95.1% |