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 35-0145825 | Recordkeeping | $11,851 |
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 | $39,374 | $70,002-43.8% | $115,037-65.8% | $52,331-24.8% |
| Participation rate | 72.9% | 72.1%+0.8pp | 81.4%-8.5pp | 68.1%+4.8pp |
| Annual return | 5.72% | 4.04%+1.7pp | 26.14%-20.4pp | 4.54%+1.2pp |
| Employer contribution / active EE | $1,021 | $2,715-62.4% | $4,608-77.8% | $1,882-45.8% |
| Participant deferral / active EE | $6,004 | $4,920+22.0% | $6,026-0.4% | $3,022+98.7% |
| Admin fee / account holder | $8 | $566-98.5% | $8,175-99.9% | $592-98.6% |