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 62-1291257 | Recordkeeping | $51,367 |
Employer 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 | $20,945 | $79,694-73.7% | $96,139-78.2% | $79,386-73.6% |
| Participation rate | 85.9% | 54.0%+31.9pp | 68.4%+17.5pp | 70.7%+15.2pp |
| Annual return | 13.51% | 40.84%-27.3pp | 191.94%-178.4pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,757 | $2,539+87.4% | $4,349+9.4% | $4,046+17.6% |
| Admin fee / account holder | $208 | $630-67.0% | $5,537-96.2% | $626-66.8% |