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 | $12,073 |
Service code 10 · EIN 36-2664260 | Accounting | $9,466 |
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 | $80,480 | $42,901+87.6% | $91,220-11.8% | $64,808+24.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 73.2%+26.8pp | 71.5%+28.5pp |
| Annual return | -14.15% | -13.53%-0.6pp | 114.01%-128.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,679 | $1,571+70.5% | $2,850-6.0% | $2,506+6.9% |
| Participant deferral / active EE | $4,872 | $3,501+39.2% | $4,234+15.1% | $4,310+13.0% |
| Admin fee / account holder | $40 | $131-69.3% | $5,420-99.3% | $188-78.6% |