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 9-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 | $32,263 |
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 | $44,235 | $53,777-17.7% | $134,143-67.0% | $79,858-44.6% |
| Participation rate | 93.2% | 58.8%+34.4pp | 72.2%+21.0pp | 69.6%+23.5pp |
| Annual return | 15.60% | 19.01%-3.4pp | 36.33%-20.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,683 | $1,321+27.4% | $3,704-54.6% | $2,471-31.9% |
| Participant deferral / active EE | $2,867 | $2,420+18.5% | $3,499-18.0% | $3,740-23.3% |
| Admin fee / account holder | $6 | $3,984-99.8% | $6,684-99.9% | $5,306-99.9% |