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 | $17,360 |
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 | $30,998 | $47,977-35.4% | $154,107-79.9% | $56,287-44.9% |
| Participation rate | 90.0% | 66.2%+23.8pp | 83.0%+7.0pp | 69.9%+20.1pp |
| Annual return | -5.11% | 3.54%-8.7pp | 735.12%-740.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $908 | $2,169-58.1% | $5,298-82.9% | $2,111-57.0% |
| Participant deferral / active EE | $2,009 | $2,392-16.0% | $5,081-60.5% | $3,350-40.0% |
| Admin fee / account holder | $113 | $438-74.3% | $13,411-99.2% | $521-78.4% |