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 9-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 26 · EIN 83-2819533 | Advisory (Participants) | $39,378 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,610 |
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 | $37,144 | $79,519-53.3% | $95,952-61.3% | $73,409-49.4% |
| Participation rate | 97.0% | 81.2%+15.9pp | 77.1%+20.0pp | 72.2%+24.9pp |
| Annual return | 15.20% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $3,545 | $2,048+73.1% | $2,541+39.5% | $2,234+58.7% |
| Participant deferral / active EE | $3,258 | $4,138-21.3% | $4,167-21.8% | $3,805-14.4% |
| Admin fee / account holder | $195 | $184+6.0% | $6,795-97.1% | $158+23.7% |