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 | $442 |
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 | $86,289 | $75,183+14.8% | $123,892-30.4% | $55,167+56.4% |
| Participation rate | 84.5% | 72.8%+11.7pp | 81.4%+3.1pp | 69.0%+15.5pp |
| Annual return | 7.76% | 19.01%-11.2pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,375 | $2,823-15.9% | $4,617-48.6% | $1,963+21.0% |
| Participant deferral / active EE | $4,776 | $5,084-6.1% | $5,984-20.2% | $3,054+56.4% |
| Admin fee / account holder | $250 | $663-62.3% | $8,357-97.0% | $504-50.4% |