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 | $1,156 |
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 | $136,962 | $99,957+37.0% | $149,696-8.5% | $73,488+86.4% |
| Participation rate | 78.7% | 75.7%+3.0pp | 82.5%-3.8pp | 70.7%+8.0pp |
| Annual return | 15.59% | 53.87%-38.3pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,117 | $3,191-65.0% | $4,644-75.9% | $2,270-50.8% |
| Participant deferral / active EE | $7,548 | $6,073+24.3% | $6,842+10.3% | $3,740+101.9% |
| Admin fee / account holder | $85 | $551-84.5% | $9,309-99.1% | $513-83.4% |