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 | $38,516 |
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 | $202,730 | $89,739+125.9% | $149,718+35.4% | $62,292+225.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.15% | 21.01%-5.9pp | 1501.63%-1486.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $4,334 | $3,233+34.1% | $5,445-20.4% | $2,042+112.2% |
| Participant deferral / active EE | $6,939 | $4,797+44.7% | $6,569+5.6% | $3,169+119.0% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.4% |