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 | $20,430 |
Participant contribution per participant 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 | $21,578 | $55,453-61.1% | $170,442-87.3% | $62,292-65.4% |
| Participation rate | 91.6% | 66.4%+25.2pp | 83.6%+8.0pp | 69.5%+22.1pp |
| Annual return | 15.63% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,774 | $2,164-18.0% | $5,433-67.4% | $2,042-13.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |