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 | $1,124 |
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 | $28,355 | $88,324-67.9% | $115,037-75.4% | $55,191-48.6% |
| Participation rate | 76.2% | 72.5%+3.7pp | 81.4%-5.1pp | 69.2%+7.1pp |
| Annual return | 5.83% | 6.30%-0.5pp | 26.14%-20.3pp | 10.78%-4.9pp |
| Employer contribution / active EE | $3,038 | $2,805+8.3% | $4,608-34.1% | $1,899+60.0% |
| Participant deferral / active EE | $4,345 | $5,042-13.8% | $6,026-27.9% | $3,046+42.6% |
| Admin fee / account holder | $31 | $105-71.0% | $8,175-99.6% | $91-66.3% |