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 48-1205033 | Recordkeeping | $10,475 |
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 | $41,112 | $85,202-51.7% | $172,739-76.2% | $72,985-43.7% |
| Participation rate | 77.1% | 70.1%+7.0pp | 82.6%-5.6pp | 69.5%+7.6pp |
| Annual return | 16.99% | 27.32%-10.3pp | 802.84%-785.9pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,521 | $3,324-24.2% | $5,143-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $3,203 | $3,260-1.7% | $5,198-38.4% | $3,607-11.2% |
| Admin fee / account holder | $107 | $5,884-98.2% | $13,954-99.2% | $5,124-97.9% |