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 | $0 |
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 | $43,503 | $65,118-33.2% | $76,768-43.3% | $55,725-21.9% |
| Participation rate | 71.9% | 79.6%-7.7pp | 77.0%-5.0pp | 70.9%+1.1pp |
| Annual return | 7.39% | -1.27%+8.7pp | 2.43%+5.0pp | 244.93%-237.5pp |
| Employer contribution / active EE | $2,437 | $1,941+25.6% | $2,485-1.9% | $2,078+17.3% |
| Participant deferral / active EE | $4,878 | $3,688+32.2% | $3,852+26.6% | $3,356+45.4% |
| Admin fee / account holder | $12 | $116-89.6% | $6,675-99.8% | $115-89.6% |