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 10 · EIN 13-4008324 | Accounting | $5,317 |
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 | $193,968 | $155,795+24.5% | $136,294+42.3% | $69,631+178.6% |
| Participation rate | 70.2% | 75.2%-5.1pp | 81.9%-11.8pp | 70.7%-0.5pp |
| Annual return | 17.78% | 232464.33%-232446.6pp | 5155.94%-5138.2pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,427 | $2,991-52.3% | $4,695-69.6% | $2,032-29.8% |
| Participant deferral / active EE | $11,523 | $5,394+113.6% | $6,247+84.5% | $3,224+257.5% |
| Admin fee / account holder | $4 | $128-97.2% | $9,243-100.0% | $110-96.8% |