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 4-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 35-0145825 | Recordkeeping | $1,794 |
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 | $45,029 | $72,177-37.6% | $115,037-60.9% | $59,632-24.5% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | -1.10% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $3,595 | $2,841+26.5% | $4,608-22.0% | $2,203+63.2% |
| Participant deferral / active EE | $6,558 | $4,783+37.1% | $6,026+8.8% | $3,192+105.5% |
| Admin fee / account holder | $30 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |