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 01-0233346 | Recordkeeping | $254 |
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 | $63,332 | $36,916+71.6% | $156,549-59.5% | $57,658+9.8% |
| Participation rate | 97.3% | 63.4%+33.9pp | 84.0%+13.3pp | 70.2%+27.1pp |
| Annual return | 34.19% | 12.38%+21.8pp | 32.23%+2.0pp | 5.13%+29.1pp |
| Employer contribution / active EE | $5,073 | $1,571+223.0% | $5,501-7.8% | $1,974+157.0% |
| Participant deferral / active EE | $5,213 | $1,926+170.7% | $4,871+7.0% | $3,061+70.3% |
| Admin fee / account holder | $0 | $82-99.4% | $13,027-100.0% | $95-99.5% |