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 | $5,989 |
Annual investment return 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 | $17,133 | $37,196-53.9% | $154,107-88.9% | $55,725-69.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -7.14% | 1319.68%-1326.8pp | 735.12%-742.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $772 | $1,614-52.1% | $5,298-85.4% | $2,078-62.8% |
| Participant deferral / active EE | $1,868 | $2,068-9.7% | $5,081-63.2% | $3,356-44.3% |
| Admin fee / account holder | $62 | $102-39.1% | $13,411-99.5% | $115-46.3% |