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 48-1205033 | Recordkeeping | $23,719 |
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 | $31,295 | $55,453-43.6% | $170,442-81.6% | $62,292-49.8% |
| Participation rate | 88.4% | 66.4%+22.0pp | 83.6%+4.8pp | 69.5%+18.9pp |
| Annual return | 14.57% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $815 | $2,164-62.3% | $5,433-85.0% | $2,042-60.1% |
| Participant deferral / active EE | $1,738 | $2,303-24.5% | $4,939-64.8% | $3,169-45.2% |
| Admin fee / account holder | $111 | $455-75.6% | $13,880-99.2% | $479-76.8% |