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 | $0 |
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 | $76,162 | $85,202-10.6% | $172,739-55.9% | $72,985+4.4% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 21.58% | 27.32%-5.7pp | 802.84%-781.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,834 | $3,324-14.7% | $5,143-44.9% | $2,440+16.2% |
| Participant deferral / active EE | $4,394 | $3,260+34.8% | $5,198-15.5% | $3,607+21.8% |
| Admin fee / account holder | $4 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |