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 | $25 |
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 | $46,492 | $58,726-20.8% | $92,233-49.6% | $62,292-25.4% |
| Participation rate | 91.3% | 68.3%+23.0pp | 76.5%+14.8pp | 69.5%+21.8pp |
| Annual return | 18.25% | 43.62%-25.4pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,534 | $2,392+6.0% | $3,679-31.1% | $2,042+24.1% |
| Participant deferral / active EE | $7,212 | $2,766+160.8% | $3,897+85.1% | $3,169+127.6% |
| Admin fee / account holder | $14 | $556-97.4% | $5,194-99.7% | $479-97.0% |