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 | $1,232 |
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 | $31,309 | $80,177-60.9% | $123,892-74.7% | $57,658-45.7% |
| Participation rate | 73.3% | 74.4%-1.1pp | 81.4%-8.1pp | 70.2%+3.1pp |
| Annual return | 13.52% | 17.90%-4.4pp | 47.52%-34.0pp | 5.13%+8.4pp |
| Employer contribution / active EE | $3,015 | $2,913+3.5% | $4,617-34.7% | $1,974+52.7% |
| Participant deferral / active EE | $4,687 | $5,130-8.6% | $5,984-21.7% | $3,061+53.2% |
| Admin fee / account holder | $24 | $106-77.0% | $8,357-99.7% | $95-74.1% |