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 | $39,939 |
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 | $181,339 | $79,523+128.0% | $140,016+29.5% | $56,287+222.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -0.19% | 2.39%-2.6pp | 651.12%-651.3pp | -9.96%+9.8pp |
| Employer contribution / active EE | $4,577 | $3,350+36.6% | $5,606-18.4% | $2,111+116.8% |
| Participant deferral / active EE | $6,842 | $5,129+33.4% | $6,927-1.2% | $3,350+104.3% |
| Admin fee / account holder | $3 | $614-99.6% | $10,705-100.0% | $521-99.5% |