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 |
|---|---|---|
AMERICAN FUNDS1+ years Service code 15 · EIN 95-6817943 | Recordkeeping | $0 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $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 | $0 | $65,703-100.0% | $94,224-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 72.1%-72.1pp | 78.8%-78.8pp | 68.7%-68.7pp |
| Annual return | 8.44% | 5.22%+3.2pp | 10.68%-2.2pp | 2041.28%-2032.8pp |
| Employer contribution / active EE | $1,634 | $2,021-19.1% | $3,587-54.4% | $2,203-25.8% |
| Participant deferral / active EE | $4,686 | $3,143+49.1% | $4,320+8.5% | $3,192+46.8% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |