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 13-5570651 | Recordkeeping | $1,275 |
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 | $176,418 | $65,376+169.9% | $87,100+102.5% | $65,185+170.6% |
| Participation rate | 95.2% | 75.3%+19.8pp | 76.9%+18.3pp | 70.2%+25.0pp |
| Annual return | 20.59% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $7,874 | $1,822+332.0% | $2,521+212.3% | $2,177+261.7% |
| Participant deferral / active EE | $7,367 | $3,388+117.4% | $4,049+82.0% | $3,514+109.7% |
| Admin fee / account holder | $9 | $520-98.4% | $7,497-99.9% | $847-99.0% |