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 | $23,743 |
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 | $28,309 | $46,966-39.7% | $185,117-84.7% | $69,631-59.3% |
| Participation rate | 81.2% | 65.3%+16.0pp | 77.3%+4.0pp | 70.7%+10.5pp |
| Annual return | 18.89% | 22.36%-3.5pp | 40.50%-21.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $793 | $1,360-41.7% | $4,182-81.0% | $2,032-61.0% |
| Participant deferral / active EE | $3,003 | $3,017-0.5% | $5,045-40.5% | $3,224-6.8% |
| Admin fee / account holder | $16 | $94-82.9% | $8,159-99.8% | $110-85.4% |