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 | $16,282 |
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 | $57,558 | $76,367-24.6% | $93,606-38.5% | $72,985-21.1% |
| Participation rate | 98.8% | 71.7%+27.0pp | 75.8%+22.9pp | 69.5%+29.3pp |
| Annual return | 18.41% | 25.82%-7.4pp | 32.76%-14.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,307 | $2,275+1.4% | $2,718-15.1% | $2,440-5.4% |
| Participant deferral / active EE | $4,828 | $3,538+36.5% | $4,069+18.7% | $3,607+33.8% |
| Admin fee / account holder | $26 | $6,838-99.6% | $7,888-99.7% | $5,124-99.5% |