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 | $250 |
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 | $32,470 | $37,591-13.6% | $90,645-64.2% | $55,725-41.7% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.0%+17.4pp | 70.9%+20.6pp |
| Annual return | -1.74% | -3.20%+1.5pp | 1.88%-3.6pp | 244.93%-246.7pp |
| Employer contribution / active EE | $787 | $1,302-39.6% | $2,532-68.9% | $2,078-62.1% |
| Participant deferral / active EE | $2,770 | $2,643+4.8% | $3,425-19.1% | $3,356-17.5% |
| Admin fee / account holder | $0 | $100-99.5% | $4,994-100.0% | $115-99.6% |