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 | $40,878 |
Employer 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 | $40,556 | $44,989-9.9% | $170,442-76.2% | $77,958-48.0% |
| Participation rate | 84.6% | 64.6%+20.0pp | 83.6%+1.0pp | 71.6%+12.9pp |
| Annual return | 15.21% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,378 | $2,208+53.0% | $4,939-31.6% | $3,537-4.5% |
| Admin fee / account holder | $3 | $69-95.6% | $13,880-100.0% | $97-96.9% |