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 01-0233346 | Recordkeeping | $220 |
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 | $200,975 | $72,177+178.4% | $115,037+74.7% | $59,632+237.0% |
| Participation rate | 75.9% | 72.6%+3.4pp | 81.4%-5.4pp | 68.7%+7.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,198 | $2,841-57.8% | $4,608-74.0% | $2,203-45.6% |
| Participant deferral / active EE | $4,498 | $4,783-6.0% | $6,026-25.4% | $3,192+40.9% |
| Admin fee / account holder | $9 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |