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 | $3,501 |
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 | $95,465 | $70,908+34.6% | $98,907-3.5% | $73,488+29.9% |
| Participation rate | 96.1% | 73.8%+22.3pp | 76.0%+20.1pp | 70.7%+25.4pp |
| Annual return | 13.03% | 34.17%-21.1pp | 196.43%-183.4pp | 28.51%-15.5pp |
| Employer contribution / active EE | $7,113 | $2,036+249.3% | $2,689+164.5% | $2,270+213.4% |
| Participant deferral / active EE | $5,834 | $3,500+66.7% | $4,244+37.5% | $3,740+56.0% |
| Admin fee / account holder | $69 | $535-87.2% | $6,642-99.0% | $513-86.6% |