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 35-0145825 | Recordkeeping | $54,622 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,489 |
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 | $51,125 | $59,186-13.6% | $76,768-33.4% | $56,287-9.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 77.0%+1.8pp | 69.9%+9.0pp |
| Annual return | 17.38% | 6.62%+10.8pp | 2.43%+15.0pp | -9.96%+27.3pp |
| Employer contribution / active EE | $579 | $1,759-67.1% | $2,485-76.7% | $2,111-72.6% |
| Participant deferral / active EE | $2,341 | $3,255-28.1% | $3,852-39.2% | $3,350-30.1% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-91.0% |