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 64 · EIN 71-0294708 | Recordkeeping Fees | $50 |
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 | $88,144 | $46,072+91.3% | $70,014+25.9% | $55,167+59.8% |
| Participation rate | 95.6% | 67.5%+28.1pp | 71.8%+23.7pp | 69.0%+26.6pp |
| Annual return | 7.57% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,402 | $1,500+126.8% | $2,338+45.5% | $1,963+73.4% |
| Participant deferral / active EE | $2,729 | $2,344+16.4% | $2,931-6.9% | $3,054-10.7% |
| Admin fee / account holder | $0 | $428-99.9% | $4,380-100.0% | $504-99.9% |