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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,677 | $64,909+126.0% | $82,313+78.2% | $62,292+135.5% |
| Participation rate | 85.3% | 74.9%+10.4pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 8.48% | 21.18%-12.7pp | 25.88%-17.4pp | 28.90%-20.4pp |
| Employer contribution / active EE | $1,327 | $1,676-20.8% | $2,428-45.3% | $2,042-35.0% |
| Participant deferral / active EE | $3,309 | $3,103+6.6% | $3,706-10.7% | $3,169+4.4% |
| Admin fee / account holder | $12 | $440-97.2% | $5,608-99.8% | $479-97.4% |