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 35-0145825 | Recordkeeping | $1,632 |
Participant contribution per participant 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 | $14,564 | $47,977-69.6% | $154,107-90.5% | $56,287-74.1% |
| Participation rate | 74.6% | 66.2%+8.5pp | 83.0%-8.4pp | 69.9%+4.8pp |
| Annual return | -3.93% | 3.54%-7.5pp | 735.12%-739.0pp | -9.96%+6.0pp |
| Employer contribution / active EE | $946 | $2,169-56.4% | $5,298-82.1% | $2,111-55.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $11 | $438-97.6% | $13,411-99.9% | $521-98.0% |