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 16-1503696 | Recordkeeping | $55,521 |
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 | $59,616 | $84,487-29.4% | $125,339-52.4% | $66,914-10.9% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.4pp | 69.8%+17.0pp |
| Annual return | -14.67% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,175 | $3,553-38.8% | $4,814-54.8% | $2,544-14.5% |
| Participant deferral / active EE | $8,069 | $6,781+19.0% | $7,446+8.4% | $4,237+90.4% |
| Admin fee / account holder | $249 | $685-63.7% | $10,010-97.5% | $593-58.1% |