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 | $59 |
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 | $44,585 | $73,102-39.0% | $123,544-63.9% | $56,287-20.8% |
| Participation rate | 73.1% | 74.3%-1.2pp | 82.3%-9.2pp | 69.9%+3.3pp |
| Annual return | 1.06% | 3.01%-1.9pp | 119.20%-118.1pp | -9.96%+11.0pp |
| Employer contribution / active EE | $3,235 | $2,977+8.7% | $4,628-30.1% | $2,111+53.2% |
| Participant deferral / active EE | $7,152 | $5,423+31.9% | $6,426+11.3% | $3,350+113.5% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.5% |