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 | $12,484 |
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 | $96,446 | $60,795+58.6% | $69,455+38.9% | $65,185+48.0% |
| Participation rate | 95.3% | 74.9%+20.4pp | 74.6%+20.7pp | 70.2%+25.1pp |
| Annual return | 23.35% | 17.46%+5.9pp | 28.97%-5.6pp | 29.38%-6.0pp |
| Employer contribution / active EE | $4,697 | $2,452+91.6% | $2,779+69.0% | $2,177+115.8% |
| Participant deferral / active EE | $5,168 | $3,162+63.5% | $3,535+46.2% | $3,514+47.1% |
| Admin fee / account holder | $3 | $314-99.0% | $3,839-99.9% | $847-99.6% |