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 01-0233346 | Recordkeeping | $406 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,294 | $85,766-20.4% | $136,294-49.9% | $70,131-2.6% |
| Participation rate | 76.3% | 74.2%+2.1pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 12.94% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,980 | $2,966-33.2% | $4,695-57.8% | $2,342-15.5% |
| Participant deferral / active EE | $4,219 | $5,051-16.5% | $6,247-32.5% | $3,332+26.6% |
| Admin fee / account holder | $50 | $5,420-99.1% | $9,243-99.5% | $4,645-98.9% |