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 | $1,072 |
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 | $74,809 | $55,214+35.5% | $104,607-28.5% | $73,488+1.8% |
| Participation rate | 77.0% | 67.8%+9.2pp | 74.1%+3.0pp | 70.7%+6.4pp |
| Annual return | 16.04% | 24.79%-8.7pp | 340.46%-324.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,711 | $1,468+16.6% | $2,681-36.2% | $2,270-24.6% |
| Participant deferral / active EE | $3,949 | $2,925+35.0% | $3,740+5.6% | $3,740+5.6% |
| Admin fee / account holder | $10 | $424-97.6% | $6,473-99.8% | $513-98.0% |