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 | $2,017 |
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 | $63,300 | $64,909-2.5% | $82,313-23.1% | $62,292+1.6% |
| Participation rate | 97.8% | 74.9%+22.9pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 15.22% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,976 | $1,676+137.2% | $2,428+63.7% | $2,042+94.7% |
| Participant deferral / active EE | $3,187 | $3,103+2.7% | $3,706-14.0% | $3,169+0.6% |
| Admin fee / account holder | $62 | $440-86.0% | $5,608-98.9% | $479-87.1% |