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 | $280 |
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 | $24,928 | $41,981-40.6% | $63,412-60.7% | $59,632-58.2% |
| Participation rate | 73.2% | 60.3%+13.0pp | 67.1%+6.1pp | 68.7%+4.6pp |
| Annual return | 10.35% | 13.04%-2.7pp | 4.04%+6.3pp | 2041.28%-2030.9pp |
| Employer contribution / active EE | $1,107 | $1,287-14.0% | $1,814-39.0% | $2,203-49.7% |
| Participant deferral / active EE | $1,786 | $2,002-10.8% | $2,496-28.4% | $3,192-44.0% |
| Admin fee / account holder | $69 | $3,509-98.0% | $3,753-98.2% | $4,297-98.4% |