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 16-1450952 | Recordkeeping | $600 |
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 | $51,939 | $76,000-31.7% | $154,107-66.3% | $64,186-19.1% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.4pp |
| Annual return | -2.84% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,908 | $3,351+46.5% | $5,298-7.3% | $2,381+106.2% |
| Participant deferral / active EE | $3,650 | $3,175+14.9% | $5,081-28.2% | $3,470+5.2% |
| Admin fee / account holder | $5 | $5,596-99.9% | $13,411-100.0% | $4,888-99.9% |