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 39-0230590 | Recordkeeping | $14,512 |
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 | $26,418 | $51,620-48.8% | $90,281-70.7% | $65,185-59.5% |
| Participation rate | 80.0% | 68.6%+11.4pp | 73.3%+6.7pp | 70.2%+9.8pp |
| Annual return | 28.89% | 24.94%+4.0pp | 78.10%-49.2pp | 29.38%-0.5pp |
| Employer contribution / active EE | $518 | $2,235-76.8% | $2,854-81.8% | $2,177-76.2% |
| Participant deferral / active EE | $1,921 | $2,871-33.1% | $3,885-50.6% | $3,514-45.3% |
| Admin fee / account holder | $82 | $384-78.8% | $5,351-98.5% | $847-90.4% |