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 | $24 |
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 | $71,694 | $75,183-4.6% | $123,892-42.1% | $55,167+30.0% |
| Participation rate | 78.8% | 72.8%+5.9pp | 81.4%-2.7pp | 69.0%+9.8pp |
| Annual return | 10.18% | 19.01%-8.8pp | 47.52%-37.3pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,745 | $2,823-2.8% | $4,617-40.5% | $1,963+39.9% |
| Participant deferral / active EE | $5,798 | $5,084+14.0% | $5,984-3.1% | $3,054+89.8% |
| Admin fee / account holder | $106 | $663-84.0% | $8,357-98.7% | $504-79.0% |