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 01-0233346 | Recordkeeping | $104 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $58,353 | $46,360+25.9% | $147,614-60.5% | $52,331+11.5% |
| Participation rate | 97.8% | 64.9%+32.9pp | 84.6%+13.2pp | 68.1%+29.7pp |
| Annual return | 57.37% | 1.62%+55.8pp | 61.98%-4.6pp | 4.54%+52.8pp |
| Employer contribution / active EE | $3,500 | $2,126+64.6% | $5,564-37.1% | $1,882+86.0% |
| Participant deferral / active EE | $2,136 | $2,258-5.4% | $4,895-56.4% | $3,022-29.3% |
| Admin fee / account holder | $214 | $766-72.1% | $11,611-98.2% | $592-63.9% |