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 | $24,405 |
Participant 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 | $26,553 | $46,732-43.2% | $156,549-83.0% | $55,167-51.9% |
| Participation rate | 79.9% | 65.8%+14.1pp | 84.0%-4.1pp | 69.0%+10.9pp |
| Annual return | 6.97% | 17.72%-10.7pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $974 | $2,105-53.7% | $5,501-82.3% | $1,963-50.4% |
| Participant deferral / active EE | $626 | $2,204-71.6% | $4,871-87.2% | $3,054-79.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |