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 | $327 |
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 | $24,030 | $44,221-45.7% | $121,196-80.2% | $56,287-57.3% |
| Participation rate | 76.6% | 61.1%+15.6pp | 71.7%+4.9pp | 69.9%+6.8pp |
| Annual return | -9.38% | -3.58%-5.8pp | 16.93%-26.3pp | -9.96%+0.6pp |
| Employer contribution / active EE | $930 | $1,480-37.2% | $4,022-76.9% | $2,111-56.0% |
| Participant deferral / active EE | $2,673 | $2,521+6.0% | $3,344-20.1% | $3,350-20.2% |
| Admin fee / account holder | $14 | $480-97.2% | $5,019-99.7% | $521-97.4% |