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 04-1590850 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,285 | $58,726-26.3% | $92,233-53.1% | $62,292-30.5% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.5%+2.9pp | 69.5%+9.9pp |
| Annual return | 16.73% | 43.62%-26.9pp | 176.28%-159.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,704 | $2,392+54.8% | $3,679+0.7% | $2,042+81.3% |
| Participant deferral / active EE | $2,083 | $2,766-24.7% | $3,897-46.5% | $3,169-34.3% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |