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 27 · EIN 04-2647786 | Advisory (Plan) | $32,377 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,336 |
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 | $54,427 | $80,753-32.6% | $136,294-60.1% | $62,292-12.6% |
| Participation rate | 98.6% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 21.16% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.7pp |
| Employer contribution / active EE | $3,260 | $2,884+13.1% | $4,695-30.6% | $2,042+59.6% |
| Participant deferral / active EE | $6,631 | $5,164+28.4% | $6,247+6.1% | $3,169+109.2% |
| Admin fee / account holder | $213 | $525-59.4% | $9,243-97.7% | $479-55.5% |