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 | $15,759 |
Annual investment return 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 | $46,038 | $73,404-37.3% | $87,100-47.1% | $67,579-31.9% |
| Participation rate | 90.3% | 80.9%+9.4pp | 76.9%+13.4pp | 71.3%+19.0pp |
| Annual return | 18.13% | 48.29%-30.2pp | 28.19%-10.1pp | 378.56%-360.4pp |
| Employer contribution / active EE | $959 | $2,014-52.4% | $2,521-61.9% | $2,148-55.3% |
| Participant deferral / active EE | $2,053 | $3,913-47.5% | $4,049-49.3% | $3,539-42.0% |
| Admin fee / account holder | $53 | $142-62.8% | $7,497-99.3% | $142-63.0% |