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 01-0233346 | Recordkeeping | $8,198 |
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 | $42,903 | $46,360-7.5% | $147,614-70.9% | $52,331-18.0% |
| Participation rate | 80.6% | 64.9%+15.6pp | 84.6%-4.1pp | 68.1%+12.5pp |
| Annual return | 0.17% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,482 | $2,126+16.7% | $5,564-55.4% | $1,882+31.9% |
| Participant deferral / active EE | $8,446 | $2,258+274.1% | $4,895+72.5% | $3,022+179.5% |
| Admin fee / account holder | $29 | $766-96.3% | $11,611-99.8% | $592-95.2% |