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 99 · EIN 04-2675571 | Other Fees | $15,631 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,600 |
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 | $43,473 | $55,449-21.6% | $83,848-48.2% | $56,287-22.8% |
| Participation rate | 73.1% | 68.0%+5.1pp | 76.1%-3.0pp | 69.9%+3.3pp |
| Annual return | -6.01% | -1.38%-4.6pp | 850.88%-856.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $457 | $2,430-81.2% | $3,631-87.4% | $2,111-78.3% |
| Participant deferral / active EE | $2,908 | $2,935-0.9% | $4,082-28.8% | $3,350-13.2% |
| Admin fee / account holder | $38 | $656-94.2% | $5,478-99.3% | $521-92.7% |