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 13-3689044 | Recordkeeping | $36,244 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,680 | $46,173-55.2% | $170,442-87.9% | $69,631-70.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 10.20% | 21.62%-11.4pp | 205.93%-195.7pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $874 | $1,610-45.7% | $5,433-83.9% | $2,032-57.0% |
| Participant deferral / active EE | $968 | $2,080-53.5% | $4,939-80.4% | $3,224-70.0% |
| Admin fee / account holder | $83 | $116-28.2% | $13,880-99.4% | $110-24.7% |