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 | $602 |
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 | $107,777 | $80,753+33.5% | $136,294-20.9% | $62,292+73.0% |
| Participation rate | 72.4% | 73.5%-1.1pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 19.32% | 35.83%-16.5pp | 5155.94%-5136.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $969 | $2,884-66.4% | $4,695-79.4% | $2,042-52.6% |
| Participant deferral / active EE | $6,102 | $5,164+18.2% | $6,247-2.3% | $3,169+92.5% |
| Admin fee / account holder | $84 | $525-84.0% | $9,243-99.1% | $479-82.5% |