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 | $266 |
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 | $52,832 | $43,423+21.7% | $78,689-32.9% | $55,167-4.2% |
| Participation rate | 72.7% | 68.0%+4.6pp | 73.6%-0.9pp | 69.0%+3.7pp |
| Annual return | 9.04% | 11.53%-2.5pp | 62.18%-53.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $796 | $1,997-60.1% | $2,851-72.1% | $1,963-59.4% |
| Participant deferral / active EE | $2,355 | $2,509-6.1% | $3,517-33.0% | $3,054-22.9% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |