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 | $683 |
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 | $86,416 | $55,002+57.1% | $59,878+44.3% | $56,287+53.5% |
| Participation rate | 98.9% | 75.9%+23.0pp | 74.7%+24.2pp | 69.9%+29.1pp |
| Annual return | -4.73% | 1.13%-5.9pp | 3.46%-8.2pp | -9.96%+5.2pp |
| Employer contribution / active EE | $4,630 | $2,448+89.2% | $2,722+70.1% | $2,111+119.3% |
| Participant deferral / active EE | $4,890 | $3,121+56.7% | $3,402+43.7% | $3,350+46.0% |
| Admin fee / account holder | $3 | $236-98.9% | $3,590-99.9% | $521-99.5% |