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 | $48,684 |
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 | $50,193 | $86,332-41.9% | $125,175-59.9% | $65,185-23.0% |
| Participation rate | 82.8% | 75.3%+7.5pp | 79.8%+3.0pp | 70.2%+12.6pp |
| Annual return | 21.88% | 27.43%-5.5pp | 43.79%-21.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $451 | $2,040-77.9% | $3,865-88.3% | $2,177-79.3% |
| Participant deferral / active EE | $3,114 | $3,537-12.0% | $4,937-36.9% | $3,514-11.4% |
| Admin fee / account holder | $6 | $609-99.0% | $9,702-99.9% | $847-99.3% |