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 64 · EIN 71-0294708 | Recordkeeping Fees | $200 |
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 | $38,889 | $43,411-10.4% | $94,993-59.1% | $69,631-44.1% |
| Participation rate | 73.6% | 64.4%+9.2pp | 73.9%-0.2pp | 70.7%+3.0pp |
| Annual return | 19.64% | 22.54%-2.9pp | 27.12%-7.5pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $651 | $1,202-45.8% | $2,603-75.0% | $2,032-68.0% |
| Participant deferral / active EE | $2,266 | $2,384-5.0% | $3,317-31.7% | $3,224-29.7% |
| Admin fee / account holder | $0 | $87-99.5% | $4,960-100.0% | $110-99.6% |