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 | $36,995 |
MARKETING SERVICES1 year Service code 16 · EIN 99-9002026 | Consulting | $12,352 |
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 | $32,498 | $55,453-41.4% | $170,442-80.9% | $62,292-47.8% |
| Participation rate | 76.6% | 66.4%+10.2pp | 83.6%-7.0pp | 69.5%+7.0pp |
| Annual return | 16.94% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $1,475 | $2,164-31.8% | $5,433-72.8% | $2,042-27.8% |
| Participant deferral / active EE | $2,504 | $2,303+8.8% | $4,939-49.3% | $3,169-21.0% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |