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 8-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 16-1450952 | Recordkeeping | $28,341 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $43,867 | $83,477-47.5% | $125,175-65.0% | $72,985-39.9% |
| Participation rate | 86.6% | 73.3%+13.3pp | 79.8%+6.8pp | 69.5%+17.1pp |
| Annual return | 3.75% | 25.78%-22.0pp | 43.79%-40.0pp | 81.00%-77.3pp |
| Employer contribution / active EE | $1,446 | $2,345-38.4% | $3,865-62.6% | $2,440-40.7% |
| Participant deferral / active EE | $3,286 | $3,585-8.4% | $4,937-33.4% | $3,607-8.9% |
| Admin fee / account holder | $298 | $5,517-94.6% | $9,702-96.9% | $5,124-94.2% |