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 | $12,996 |
Employer contribution per participant 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 | $41,747 | $65,061-35.8% | $143,757-71.0% | $66,914-37.6% |
| Participation rate | 75.5% | 65.2%+10.3pp | 80.3%-4.8pp | 69.8%+5.7pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $366 | $2,361-84.5% | $4,951-92.6% | $2,544-85.6% |
| Participant deferral / active EE | $2,862 | $2,919-2.0% | $5,637-49.2% | $4,237-32.5% |
| Admin fee / account holder | $10 | $502-97.9% | $14,673-99.9% | $593-98.2% |