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 13-3689044 | Recordkeeping | $24,680 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,974 |
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 | $44,207 | $59,186-25.3% | $76,768-42.4% | $56,287-21.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 77.0%+20.7pp | 69.9%+27.9pp |
| Annual return | -3.90% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $1,587 | $1,759-9.7% | $2,485-36.1% | $2,111-24.8% |
| Participant deferral / active EE | $2,484 | $3,255-23.7% | $3,852-35.5% | $3,350-25.9% |
| Admin fee / account holder | $185 | $489-62.2% | $6,675-97.2% | $521-64.5% |