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 | $976 |
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 | $94,672 | $51,315+84.5% | $95,745-1.1% | $71,457+32.5% |
| Participation rate | 78.4% | 63.0%+15.4pp | 72.3%+6.2pp | 67.9%+10.5pp |
| Annual return | 13.28% | 25.26%-12.0pp | 28.35%-15.1pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,101 | $1,819+15.5% | $2,835-25.9% | $2,588-18.8% |
| Participant deferral / active EE | $4,826 | $3,358+43.7% | $4,245+13.7% | $4,289+12.5% |
| Admin fee / account holder | $10 | $1,137-99.1% | $5,678-99.8% | $1,587-99.3% |