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 | $7,118 |
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 | $32,875 | $55,790-41.1% | $76,817-57.2% | $67,579-51.4% |
| Participation rate | 78.5% | 71.1%+7.4pp | 72.1%+6.4pp | 71.3%+7.2pp |
| Annual return | 21.26% | 64.45%-43.2pp | 1166.11%-1144.8pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,440 | $1,810-20.4% | $2,302-37.4% | $2,148-32.9% |
| Participant deferral / active EE | $2,257 | $2,875-21.5% | $3,336-32.3% | $3,539-36.2% |
| Admin fee / account holder | $27 | $159-83.1% | $6,420-99.6% | $142-81.1% |