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 9-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 04-2647786 | Recordkeeping Fees | $525 |
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 | $102,495 | $53,901+90.2% | $134,143-23.6% | $73,488+39.5% |
| Participation rate | 71.4% | 62.8%+8.6pp | 72.2%-0.7pp | 70.7%+0.7pp |
| Annual return | 18.70% | 15.82%+2.9pp | 36.33%-17.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $2,897 | $1,458+98.7% | $3,704-21.8% | $2,270+27.6% |
| Participant deferral / active EE | $1,884 | $2,739-31.2% | $3,499-46.2% | $3,740-49.6% |
| Admin fee / account holder | $3 | $581-99.6% | $6,684-100.0% | $513-99.5% |