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 | $20,191 |
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 | $49,234 | $60,124-18.1% | $90,404-45.5% | $79,858-38.3% |
| Participation rate | 77.9% | 65.0%+12.9pp | 72.7%+5.2pp | 69.6%+8.3pp |
| Annual return | 13.15% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,123 | $2,068+2.7% | $3,262-34.9% | $2,471-14.1% |
| Participant deferral / active EE | $2,425 | $2,938-17.5% | $3,963-38.8% | $3,740-35.2% |
| Admin fee / account holder | $9 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |