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 99 | Other Fees | $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 | $97,418 | $52,953+84.0% | $172,739-43.6% | $65,185+49.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.47% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,165 | $2,190+44.6% | $5,143-38.4% | $2,177+45.4% |
| Participant deferral / active EE | $5,057 | $2,471+104.7% | $5,198-2.7% | $3,514+43.9% |
| Admin fee / account holder | $19 | $472-95.9% | $13,954-99.9% | $847-97.7% |