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 04-2647786 | Recordkeeping Fees | $125 |
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 | $163,982 | $86,332+89.9% | $125,175+31.0% | $65,185+151.6% |
| Participation rate | 92.4% | 75.3%+17.1pp | 79.8%+12.6pp | 70.2%+22.2pp |
| Annual return | 23.13% | 27.43%-4.3pp | 43.79%-20.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,832 | $2,040+38.8% | $3,865-26.7% | $2,177+30.1% |
| Participant deferral / active EE | $7,259 | $3,537+105.2% | $4,937+47.0% | $3,514+106.6% |
| Admin fee / account holder | $0 | $609-99.9% | $9,702-100.0% | $847-99.9% |