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 35-0145825 | Recordkeeping | $15,710 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $10,799 |
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 | $15,882 | $46,173-65.6% | $170,442-90.7% | $69,631-77.2% |
| Participation rate | 87.9% | 63.9%+24.0pp | 83.6%+4.3pp | 70.7%+17.2pp |
| Annual return | 19.81% | 21.62%-1.8pp | 205.93%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $448 | $1,610-72.2% | $5,433-91.7% | $2,032-77.9% |
| Participant deferral / active EE | $2,682 | $2,080+28.9% | $4,939-45.7% | $3,224-16.8% |
| Admin fee / account holder | $47 | $116-59.7% | $13,880-99.7% | $110-57.7% |