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 04-2647786 | Recordkeeping Fees | $800 |
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 | $25,534 | $63,442-59.8% | $68,791-62.9% | $66,914-61.8% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -13.54% | -8.29%-5.3pp | -6.38%-7.2pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,997 | $1,775+181.5% | $2,655+88.2% | $2,544+96.4% |
| Participant deferral / active EE | $1,524 | $2,945-48.2% | $3,941-61.3% | $4,237-64.0% |
| Admin fee / account holder | $27 | $577-95.3% | $4,932-99.5% | $593-95.4% |