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 | $536 |
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 | $102,191 | $80,753+26.5% | $136,294-25.0% | $62,292+64.1% |
| Participation rate | 77.1% | 73.5%+3.6pp | 81.9%-4.8pp | 69.5%+7.6pp |
| Annual return | 17.66% | 35.83%-18.2pp | 5155.94%-5138.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $2,578 | $2,884-10.6% | $4,695-45.1% | $2,042+26.2% |
| Participant deferral / active EE | $4,989 | $5,164-3.4% | $6,247-20.1% | $3,169+57.4% |
| Admin fee / account holder | $290 | $525-44.9% | $9,243-96.9% | $479-39.6% |