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 35-0145825 | Recordkeeping | $30,921 |
Employer contribution per participant 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 | $36,077 | $73,638-51.0% | $95,952-62.4% | $73,488-50.9% |
| Participation rate | 73.0% | 76.2%-3.1pp | 77.1%-4.0pp | 70.7%+2.4pp |
| Annual return | 20.50% | 16.78%+3.7pp | 91.61%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $298 | $1,863-84.0% | $2,541-88.3% | $2,270-86.9% |
| Participant deferral / active EE | $1,743 | $3,617-51.8% | $4,167-58.2% | $3,740-53.4% |
| Admin fee / account holder | $1 | $482-99.8% | $6,795-100.0% | $513-99.8% |