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 | $7,888 |
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 | $15,152 | $55,453-72.7% | $170,442-91.1% | $62,292-75.7% |
| Participation rate | 73.3% | 66.4%+6.9pp | 83.6%-10.3pp | 69.5%+3.7pp |
| Annual return | 16.40% | 21.38%-5.0pp | 205.93%-189.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,788 | $2,303+21.1% | $4,939-43.6% | $3,169-12.0% |
| Admin fee / account holder | $20 | $455-95.5% | $13,880-99.9% | $479-95.8% |