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 14 · EIN 37-1122831 | Plan Administrator | $16,088 |
Service code 10 · EIN 36-2664260 | Accounting | $2,570 |
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 | $68,344 | $37,591+81.8% | $90,645-24.6% | $55,725+22.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.0%+26.0pp | 70.9%+29.1pp |
| Annual return | -5.35% | -3.20%-2.2pp | 1.88%-7.2pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,403 | $1,302+84.6% | $2,532-5.1% | $2,078+15.7% |
| Participant deferral / active EE | $4,151 | $2,643+57.1% | $3,425+21.2% | $3,356+23.7% |
| Admin fee / account holder | $40 | $100-59.9% | $4,994-99.2% | $115-65.2% |