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 | $500 |
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 | $40,868 | $44,734-8.6% | $99,443-58.9% | $67,579-39.5% |
| Participation rate | 94.4% | 66.2%+28.3pp | 73.8%+20.6pp | 71.3%+23.2pp |
| Annual return | 23.41% | 32.45%-9.0pp | 30.72%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,226 | $1,261-2.8% | $2,540-51.7% | $2,148-42.9% |
| Participant deferral / active EE | $4,095 | $2,731+49.9% | $3,619+13.2% | $3,539+15.7% |
| Admin fee / account holder | $1 | $120-99.2% | $6,250-100.0% | $142-99.3% |