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 48-1205033 | Recordkeeping | $27,877 |
Annual investment return 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 | $47,014 | $63,299-25.7% | $91,001-48.3% | $62,292-24.5% |
| Participation rate | 94.6% | 73.3%+21.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 13.29% | 20.99%-7.7pp | 4.60%+8.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $1,426 | $1,807-21.1% | $2,456-41.9% | $2,042-30.2% |
| Participant deferral / active EE | $3,672 | $2,943+24.8% | $3,547+3.5% | $3,169+15.9% |
| Admin fee / account holder | $203 | $468-56.5% | $5,417-96.2% | $479-57.5% |