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 | $43,367 |
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 | $235,027 | $136,307+72.4% | $177,821+32.2% | $73,488+219.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.48% | 18.68%-4.2pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $5,115 | $3,712+37.8% | $5,918-13.6% | $2,270+125.3% |
| Participant deferral / active EE | $7,801 | $5,829+33.8% | $7,714+1.1% | $3,740+108.6% |
| Admin fee / account holder | $4 | $596-99.4% | $12,427-100.0% | $513-99.3% |