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 | $85,783 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,238 | $79,124+5.2% | $60,874+36.7% | $64,808+28.4% |
| Participation rate | 95.7% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.3pp |
| Annual return | -16.24% | -7.13%-9.1pp | 16.90%-33.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,790 | $3,050+57.1% | $2,701+77.3% | $2,506+91.2% |
| Participant deferral / active EE | $5,307 | $3,725+42.5% | $3,817+39.0% | $4,310+23.1% |
| Admin fee / account holder | $4 | $106-96.2% | $3,224-99.9% | $188-97.9% |