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 35-0145825 | Recordkeeping | $40 |
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 | $134,997 | $51,769+160.8% | $57,343+135.4% | $52,331+158.0% |
| Participation rate | 77.1% | 75.2%+1.9pp | 75.1%+2.0pp | 68.1%+9.0pp |
| Annual return | 1.70% | 2.43%-0.7pp | 24.39%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $5,440 | $2,335+133.0% | $2,689+102.3% | $1,882+189.1% |
| Participant deferral / active EE | $4,277 | $2,794+53.1% | $3,162+35.2% | $3,022+41.5% |
| Admin fee / account holder | $0 | $295-99.9% | $3,356-100.0% | $592-99.9% |