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 | $24,810 |
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 | $39,657 | $85,202-53.5% | $172,739-77.0% | $72,985-45.7% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 20.84% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $871 | $3,324-73.8% | $5,143-83.1% | $2,440-64.3% |
| Participant deferral / active EE | $1,899 | $3,260-41.8% | $5,198-63.5% | $3,607-47.4% |
| Admin fee / account holder | $168 | $5,884-97.2% | $13,954-98.8% | $5,124-96.7% |