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 5-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 | $34,373 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,152 | $46,360-4.8% | $147,614-70.1% | $52,331-15.6% |
| Participation rate | 74.6% | 64.9%+9.6pp | 84.6%-10.1pp | 68.1%+6.4pp |
| Annual return | 0.20% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,182 | $2,126+2.6% | $5,564-60.8% | $1,882+15.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |