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 01-0233346 | Recordkeeping | $225 |
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 | $32,434 | $80,753-59.8% | $136,294-76.2% | $62,292-47.9% |
| Participation rate | 75.4% | 73.5%+1.9pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 18.27% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,043 | $2,884-29.1% | $4,695-56.5% | $2,042+0.1% |
| Participant deferral / active EE | $6,430 | $5,164+24.5% | $6,247+2.9% | $3,169+102.9% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.8% |