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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,071 |
Employer 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 | $47,546 | $89,652-47.0% | $141,162-66.3% | $65,185-27.1% |
| Participation rate | 73.2% | 74.7%-1.5pp | 82.5%-9.2pp | 70.2%+3.0pp |
| Annual return | 20.68% | 32.79%-12.1pp | 71.39%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $651 | $3,065-78.7% | $4,735-86.2% | $2,177-70.1% |
| Participant deferral / active EE | $2,801 | $5,691-50.8% | $6,709-58.2% | $3,514-20.3% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |