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 | $47,105 |
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 | $59,443 | $81,474-27.0% | $133,956-55.6% | $73,488-19.1% |
| Participation rate | 79.5% | 76.4%+3.2pp | 79.8%-0.3pp | 70.7%+8.8pp |
| Annual return | 15.29% | 19.40%-4.1pp | 45.09%-29.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $458 | $2,209-79.3% | $3,919-88.3% | $2,270-79.8% |
| Participant deferral / active EE | $3,169 | $3,786-16.3% | $5,048-37.2% | $3,740-15.3% |
| Admin fee / account holder | $5 | $713-99.3% | $8,927-99.9% | $513-99.0% |