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 64 · EIN 13-2624428 | Recordkeeping Fees | $3,385 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,185 |
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 | $44,248 | $59,186-25.2% | $76,768-42.4% | $56,287-21.4% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -6.80% | 6.62%-13.4pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,111 | $1,759-36.8% | $2,485-55.3% | $2,111-47.4% |
| Participant deferral / active EE | $4,882 | $3,255+50.0% | $3,852+26.7% | $3,350+45.7% |
| Admin fee / account holder | $24 | $489-95.1% | $6,675-99.6% | $521-95.4% |