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 | $13,284 |
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 | $128,404 | $58,083+121.1% | $80,019+60.5% | $56,287+128.1% |
| Participation rate | 82.2% | 73.6%+8.6pp | 75.8%+6.3pp | 69.9%+12.3pp |
| Annual return | -5.39% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,159 | $1,932+11.8% | $2,468-12.5% | $2,111+2.3% |
| Participant deferral / active EE | $5,239 | $3,135+67.1% | $3,686+42.2% | $3,350+56.4% |
| Admin fee / account holder | $118 | $623-81.1% | $6,521-98.2% | $521-77.4% |