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 01-0233346 | Recordkeeping | $518 |
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 | $93,764 | $75,183+24.7% | $123,892-24.3% | $55,167+70.0% |
| Participation rate | 70.2% | 72.8%-2.6pp | 81.4%-11.2pp | 69.0%+1.2pp |
| Annual return | 11.26% | 19.01%-7.7pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $930 | $2,823-67.1% | $4,617-79.9% | $1,963-52.6% |
| Participant deferral / active EE | $5,695 | $5,084+12.0% | $5,984-4.8% | $3,054+86.5% |
| Admin fee / account holder | $112 | $663-83.1% | $8,357-98.7% | $504-77.8% |