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 64 · EIN 71-0294708 | Recordkeeping Fees | $350 |
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 | $224,058 | $136,307+64.4% | $177,821+26.0% | $73,488+204.9% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.7%+9.4pp | 70.7%+26.5pp |
| Annual return | 14.02% | 18.68%-4.7pp | 48.32%-34.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $6,726 | $3,712+81.2% | $5,918+13.6% | $2,270+196.3% |
| Participant deferral / active EE | $6,568 | $5,829+12.7% | $7,714-14.9% | $3,740+75.6% |
| Admin fee / account holder | $1 | $596-99.8% | $12,427-100.0% | $513-99.7% |