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 |
|---|---|---|
SATURNA TRUST COMPANY4 years Service code 15 · EIN 26-3918998 | Recordkeeping | $80,056 |
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 | $47,465 | $58,101-18.3% | $118,925-60.1% | $73,409-35.3% |
| Participation rate | 90.0% | 56.1%+33.9pp | 75.4%+14.7pp | 72.2%+17.9pp |
| Annual return | 12.46% | 20.56%-8.1pp | 35.88%-23.4pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,574 | $1,445+8.9% | $3,263-51.8% | $2,234-29.5% |
| Participant deferral / active EE | $4,259 | $2,400+77.5% | $4,265-0.1% | $3,805+11.9% |
| Admin fee / account holder | $78 | $138-43.7% | $6,581-98.8% | $158-50.7% |