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 | $466 |
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 | $39,974 | $63,924-37.5% | $108,579-63.2% | $55,167-27.5% |
| Participation rate | 82.2% | 74.3%+7.9pp | 79.6%+2.7pp | 69.0%+13.2pp |
| Annual return | 6.62% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $769 | $1,879-59.1% | $3,758-79.6% | $1,963-60.8% |
| Participant deferral / active EE | $4,069 | $3,067+32.7% | $4,311-5.6% | $3,054+33.2% |
| Admin fee / account holder | $79 | $618-87.2% | $7,645-99.0% | $504-84.3% |