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 | $17,249 |
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 | $33,614 | $52,953-36.5% | $172,739-80.5% | $65,185-48.4% |
| Participation rate | 70.8% | 66.2%+4.6pp | 82.6%-11.9pp | 70.2%+0.6pp |
| Annual return | 19.79% | 30.12%-10.3pp | 802.84%-783.1pp | 29.38%-9.6pp |
| Employer contribution / active EE | $570 | $2,190-74.0% | $5,143-88.9% | $2,177-73.8% |
| Participant deferral / active EE | $2,348 | $2,471-4.9% | $5,198-54.8% | $3,514-33.2% |
| Admin fee / account holder | $8 | $472-98.4% | $13,954-99.9% | $847-99.1% |