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 | $36,391 |
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 | $23,102 | $58,879-60.8% | $178,490-87.1% | $73,488-68.6% |
| Participation rate | 79.9% | 66.2%+13.7pp | 81.9%-2.0pp | 70.7%+9.2pp |
| Annual return | 11.68% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $627 | $2,236-71.9% | $5,011-87.5% | $2,270-72.4% |
| Participant deferral / active EE | $481 | $2,567-81.3% | $5,202-90.8% | $3,740-87.1% |
| Admin fee / account holder | $147 | $400-63.3% | $13,984-99.0% | $513-71.4% |