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 39-6040276 | Recordkeeping Fees | $2,348 |
Annual investment return 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 | $68,896 | $50,175+37.3% | $99,443-30.7% | $65,185+5.7% |
| Participation rate | 72.8% | 68.4%+4.4pp | 73.8%-1.0pp | 70.2%+2.6pp |
| Annual return | 12.84% | 25.36%-12.5pp | 30.72%-17.9pp | 29.38%-16.5pp |
| Employer contribution / active EE | $1,448 | $1,496-3.2% | $2,540-43.0% | $2,177-33.5% |
| Participant deferral / active EE | $3,535 | $2,748+28.7% | $3,619-2.3% | $3,514+0.6% |
| Admin fee / account holder | $30 | $398-92.4% | $6,250-99.5% | $847-96.4% |