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 01-0233346 | Recordkeeping | $0 |
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 | $55,794 | $89,355-37.6% | $141,162-60.5% | $72,985-23.6% |
| Participation rate | 88.8% | 75.1%+13.7pp | 82.5%+6.3pp | 69.5%+19.3pp |
| Annual return | 21.28% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,220 | $3,114-60.8% | $4,735-74.2% | $2,440-50.0% |
| Participant deferral / active EE | $5,187 | $5,418-4.3% | $6,709-22.7% | $3,607+43.8% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |