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 04-2647786 | Recordkeeping Fees | $668 |
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 | $16,460 | $46,360-64.5% | $147,614-88.8% | $52,331-68.5% |
| Participation rate | 76.7% | 64.9%+11.8pp | 84.6%-7.9pp | 68.1%+8.6pp |
| Annual return | -4.87% | 1.62%-6.5pp | 61.98%-66.8pp | 4.54%-9.4pp |
| Employer contribution / active EE | $1,108 | $2,126-47.9% | $5,564-80.1% | $1,882-41.1% |
| Participant deferral / active EE | $1,735 | $2,258-23.1% | $4,895-64.6% | $3,022-42.6% |
| Admin fee / account holder | $12 | $766-98.4% | $11,611-99.9% | $592-98.0% |