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 | $21,236 |
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 | $25,219 | $66,124-61.9% | $90,404-72.1% | $73,488-65.7% |
| Participation rate | 83.0% | 69.7%+13.4pp | 72.7%+10.4pp | 70.7%+12.4pp |
| Annual return | 16.41% | 17.65%-1.2pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $568 | $2,346-75.8% | $3,262-82.6% | $2,270-75.0% |
| Participant deferral / active EE | $2,154 | $3,039-29.1% | $3,963-45.7% | $3,740-42.4% |
| Admin fee / account holder | $103 | $396-74.0% | $5,611-98.2% | $513-79.9% |