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 | $14,472 |
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 | $37,538 | $168,231-77.7% | $67,834-44.7% | $63,975-41.3% |
| Participation rate | 96.1% | 66.8%+29.3pp | 68.8%+27.3pp | 71.1%+25.0pp |
| Annual return | 7.11% | 11.76%-4.7pp | 138.47%-131.4pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,642 | $1,907-13.9% | $2,403-31.7% | $2,182-24.7% |
| Participant deferral / active EE | $4,901 | $2,827+73.4% | $3,160+55.1% | $3,356+46.0% |
| Admin fee / account holder | $41 | $81-49.4% | $4,622-99.1% | $70-42.2% |