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 | $45,296 |
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 | $38,926 | $58,879-33.9% | $178,490-78.2% | $73,488-47.0% |
| Participation rate | 71.7% | 66.2%+5.5pp | 81.9%-10.2pp | 70.7%+1.0pp |
| Annual return | 17.42% | 24.86%-7.4pp | 151.07%-133.7pp | 28.51%-11.1pp |
| Employer contribution / active EE | $505 | $2,236-77.4% | $5,011-89.9% | $2,270-77.8% |
| Participant deferral / active EE | $2,193 | $2,567-14.6% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $6 | $400-98.6% | $13,984-100.0% | $513-98.9% |