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 84-0467907 | Recordkeeping | $15,223 |
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 | $38,726 | $65,118-40.5% | $76,768-49.6% | $55,725-30.5% |
| Participation rate | 90.1% | 79.6%+10.5pp | 77.0%+13.1pp | 70.9%+19.2pp |
| Annual return | -4.98% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,049 | $1,941-45.9% | $2,485-57.8% | $2,078-49.5% |
| Participant deferral / active EE | $2,077 | $3,688-43.7% | $3,852-46.1% | $3,356-38.1% |
| Admin fee / account holder | $49 | $116-57.9% | $6,675-99.3% | $115-57.6% |