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 | $6,340 |
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 | $26,323 | $52,293-49.7% | $178,490-85.3% | $73,409-64.1% |
| Participation rate | 99.7% | 65.3%+34.4pp | 81.9%+17.8pp | 72.2%+27.6pp |
| Annual return | 13.41% | 34.75%-21.3pp | 151.07%-137.7pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,040 | $1,735-40.1% | $5,011-79.2% | $2,234-53.4% |
| Participant deferral / active EE | $2,441 | $2,332+4.7% | $5,202-53.1% | $3,805-35.8% |
| Admin fee / account holder | $54 | $127-58.0% | $13,984-99.6% | $158-66.1% |