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 | $489 |
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 | $55,335 | $39,122+41.4% | $57,179-3.2% | $62,891-12.0% |
| Participation rate | 76.2% | 70.5%+5.7pp | 75.3%+0.8pp | 69.3%+6.9pp |
| Annual return | 5.83% | 9.23%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,884 | $1,874+53.9% | $2,682+7.5% | $2,281+26.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $2,592-99.9% | $3,139-99.9% | $4,296-100.0% |