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 13-3689044 | Recordkeeping | $30,017 |
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 | $27,405 | $58,083-52.8% | $80,019-65.8% | $56,287-51.3% |
| Participation rate | 91.0% | 73.6%+17.4pp | 75.8%+15.2pp | 69.9%+21.2pp |
| Annual return | -4.37% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $174 | $1,932-91.0% | $2,468-92.9% | $2,111-91.8% |
| Participant deferral / active EE | $1,924 | $3,135-38.6% | $3,686-47.8% | $3,350-42.6% |
| Admin fee / account holder | $216 | $623-65.3% | $6,521-96.7% | $521-58.5% |