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 | $89,639 |
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 | $109,734 | $94,833+15.7% | $75,696+45.0% | $86,799+26.4% |
| Participation rate | 93.4% | 79.1%+14.3pp | 74.8%+18.6pp | 72.3%+21.1pp |
| Annual return | 15.49% | 16.91%-1.4pp | 104.53%-89.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $4,317 | $2,904+48.7% | $2,743+57.4% | $2,405+79.5% |
| Participant deferral / active EE | $4,981 | $3,632+37.1% | $3,821+30.3% | $4,131+20.6% |
| Admin fee / account holder | $4 | $109-96.5% | $3,619-99.9% | $170-97.8% |