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 | $15,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,010 | $52,953-60.3% | $172,739-87.8% | $65,185-67.8% |
| Participation rate | 92.2% | 66.2%+26.1pp | 82.6%+9.6pp | 70.2%+22.0pp |
| Annual return | 17.72% | 30.12%-12.4pp | 802.84%-785.1pp | 29.38%-11.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,219 | $2,471-50.7% | $5,198-76.5% | $3,514-65.3% |
| Admin fee / account holder | $6 | $472-98.6% | $13,954-100.0% | $847-99.2% |