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 | $15,567 |
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 | $36,244 | $42,546-14.8% | $71,796-49.5% | $55,167-34.3% |
| Participation rate | 78.2% | 59.1%+19.0pp | 69.1%+9.0pp | 69.0%+9.2pp |
| Annual return | 4.34% | 12.36%-8.0pp | 78.04%-73.7pp | 169.23%-164.9pp |
| Employer contribution / active EE | $581 | $803-27.6% | $1,924-69.8% | $1,963-70.4% |
| Participant deferral / active EE | $2,819 | $2,064+36.6% | $2,794+0.9% | $3,054-7.7% |
| Admin fee / account holder | $129 | $650-80.2% | $4,815-97.3% | $504-74.5% |