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 84-0467907 | Recordkeeping | $538 |
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 | $189,244 | $72,177+162.2% | $115,037+64.5% | $59,632+217.4% |
| Participation rate | 70.6% | 72.6%-2.0pp | 81.4%-10.8pp | 68.7%+1.9pp |
| Annual return | 17.04% | 12.02%+5.0pp | 26.14%-9.1pp | 2041.28%-2024.2pp |
| Employer contribution / active EE | $2,579 | $2,841-9.2% | $4,608-44.0% | $2,203+17.1% |
| Participant deferral / active EE | $8,440 | $4,783+76.5% | $6,026+40.0% | $3,192+164.4% |
| Admin fee / account holder | $6 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |