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 13-3689044 | Recordkeeping | $40,709 |
Service code 27 · EIN 52-2114207 | Advisory (Plan) | $34,439 |
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 | $62,839 | $39,948+57.3% | $89,391-29.7% | $73,409-14.4% |
| Participation rate | 99.6% | 50.4%+49.2pp | 68.0%+31.6pp | 72.2%+27.4pp |
| Annual return | 15.53% | 50.12%-34.6pp | 245.62%-230.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $1,991 | $1,200+65.9% | $2,586-23.0% | $2,234-10.9% |
| Participant deferral / active EE | $5,337 | $2,193+143.4% | $3,890+37.2% | $3,805+40.2% |
| Admin fee / account holder | $177 | $134+32.2% | $4,881-96.4% | $158+12.4% |