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 10 · EIN 71-0294708 | Accounting | $11,590 |
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 | $32,093 | $62,267-48.5% | $110,238-70.9% | $55,725-42.4% |
| Participation rate | 86.7% | 78.1%+8.6pp | 79.8%+6.9pp | 70.9%+15.9pp |
| Annual return | -5.66% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,573 | $1,941-19.0% | $3,826-58.9% | $2,078-24.3% |
| Participant deferral / active EE | $3,537 | $3,516+0.6% | $4,672-24.3% | $3,356+5.4% |
| Admin fee / account holder | $40 | $121-67.2% | $8,547-99.5% | $115-65.5% |