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 | $1,103 |
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 | $72,090 | $73,102-1.4% | $123,544-41.6% | $56,287+28.1% |
| Participation rate | 72.0% | 74.3%-2.3pp | 82.3%-10.3pp | 69.9%+2.2pp |
| Annual return | -7.70% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,536 | $2,977-14.8% | $4,628-45.2% | $2,111+20.1% |
| Participant deferral / active EE | $4,899 | $5,423-9.7% | $6,426-23.8% | $3,350+46.3% |
| Admin fee / account holder | $19 | $554-96.6% | $9,284-99.8% | $521-96.3% |