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 41-1276678 | Recordkeeping | $27,788 |
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 | $24,605 | $46,173-46.7% | $170,442-85.6% | $69,631-64.7% |
| Participation rate | 77.0% | 63.9%+13.1pp | 83.6%-6.6pp | 70.7%+6.3pp |
| Annual return | 19.28% | 21.62%-2.3pp | 205.93%-186.7pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $967 | $1,610-39.9% | $5,433-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $2,213 | $2,080+6.4% | $4,939-55.2% | $3,224-31.3% |
| Admin fee / account holder | $99 | $116-14.2% | $13,880-99.3% | $110-10.0% |