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 15 · EIN 13-3689044 | Recordkeeping | $380 |
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 | $62,980 | $47,448+32.7% | $94,993-33.7% | $62,292+1.1% |
| Participation rate | 90.7% | 66.5%+24.2pp | 73.9%+16.8pp | 69.5%+21.2pp |
| Annual return | 13.81% | 22.64%-8.8pp | 27.12%-13.3pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,236 | $1,300-4.9% | $2,603-52.5% | $2,042-39.5% |
| Participant deferral / active EE | $3,762 | $2,375+58.4% | $3,317+13.4% | $3,169+18.7% |
| Admin fee / account holder | $258 | $434-40.7% | $4,960-94.8% | $479-46.2% |