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 16-1450952 | Recordkeeping | $53,213 |
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 | $65,287 | $45,073+44.8% | $69,455-6.0% | $72,985-10.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.16% | 22.65%-18.5pp | 28.97%-24.8pp | 81.00%-76.8pp |
| Employer contribution / active EE | $2,992 | $2,054+45.7% | $2,779+7.7% | $2,440+22.6% |
| Participant deferral / active EE | $6,657 | $2,602+155.9% | $3,535+88.3% | $3,607+84.5% |
| Admin fee / account holder | $232 | $3,056-92.4% | $3,839-93.9% | $5,124-95.5% |