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 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $5,877 |
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 | $46,707 | $85,766-45.5% | $136,294-65.7% | $70,131-33.4% |
| Participation rate | 82.6% | 74.2%+8.5pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 19.04% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $929 | $2,966-68.7% | $4,695-80.2% | $2,342-60.3% |
| Participant deferral / active EE | $7,170 | $5,051+41.9% | $6,247+14.8% | $3,332+115.2% |
| Admin fee / account holder | $40 | $5,420-99.3% | $9,243-99.6% | $4,645-99.1% |