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 30-0219031 | Recordkeeping | $38,382 |
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 | $35,465 | $62,928-43.6% | $172,739-79.5% | $67,579-47.5% |
| Participation rate | 71.1% | 64.5%+6.7pp | 82.6%-11.5pp | 71.3%-0.2pp |
| Annual return | 21.39% | 30.36%-9.0pp | 802.84%-781.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,375 | $1,636-16.0% | $5,143-73.3% | $2,148-36.0% |
| Participant deferral / active EE | $1,473 | $2,145-31.3% | $5,198-71.7% | $3,539-58.4% |
| Admin fee / account holder | $115 | $167-31.1% | $13,954-99.2% | $142-19.3% |