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 35-0145825 | Recordkeeping | $49,515 |
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 | $46,493 | $66,302-29.9% | $110,238-57.8% | $56,287-17.4% |
| Participation rate | 77.5% | 74.9%+2.6pp | 79.8%-2.3pp | 69.9%+7.7pp |
| Annual return | -5.36% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $395 | $2,047-80.7% | $3,826-89.7% | $2,111-81.3% |
| Participant deferral / active EE | $2,982 | $3,381-11.8% | $4,672-36.2% | $3,350-11.0% |
| Admin fee / account holder | $7 | $698-98.9% | $8,547-99.9% | $521-98.6% |