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 | $34,238 |
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 | $42,175 | $58,083-27.4% | $80,019-47.3% | $56,287-25.1% |
| Participation rate | 96.3% | 73.6%+22.7pp | 75.8%+20.5pp | 69.9%+26.5pp |
| Annual return | -4.41% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,533 | $1,932-20.7% | $2,468-37.9% | $2,111-27.4% |
| Participant deferral / active EE | $4,256 | $3,135+35.8% | $3,686+15.5% | $3,350+27.1% |
| Admin fee / account holder | $215 | $623-65.4% | $6,521-96.7% | $521-58.7% |