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 | $40,795 |
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 | $204,290 | $98,982+106.4% | $162,163+26.0% | $65,185+213.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 18.38% | 24.84%-6.5pp | 115.59%-97.2pp | 29.38%-11.0pp |
| Employer contribution / active EE | $4,809 | $3,467+38.7% | $5,614-14.3% | $2,177+120.9% |
| Participant deferral / active EE | $7,318 | $5,384+35.9% | $7,298+0.3% | $3,514+108.3% |
| Admin fee / account holder | $3 | $596-99.5% | $10,843-100.0% | $847-99.7% |