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 35-0145825 | Recordkeeping | $28,523 |
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 | $61,123 | $48,364+26.4% | $71,796-14.9% | $62,891-2.8% |
| Participation rate | 84.7% | 60.6%+24.1pp | 69.1%+15.6pp | 69.3%+15.4pp |
| Annual return | 4.75% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $612 | $1,042-41.2% | $1,924-68.2% | $2,281-73.2% |
| Participant deferral / active EE | $4,824 | $2,091+130.7% | $2,794+72.6% | $3,203+50.6% |
| Admin fee / account holder | $7 | $3,771-99.8% | $4,815-99.9% | $4,296-99.8% |