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 | $31,460 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,774 | $47,977-69.2% | $154,107-90.4% | $56,287-73.8% |
| Participation rate | 76.3% | 66.2%+10.1pp | 83.0%-6.8pp | 69.9%+6.4pp |
| Annual return | -2.86% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $682 | $2,169-68.6% | $5,298-87.1% | $2,111-67.7% |
| Participant deferral / active EE | $534 | $2,392-77.7% | $5,081-89.5% | $3,350-84.0% |
| Admin fee / account holder | $95 | $438-78.2% | $13,411-99.3% | $521-81.7% |