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 | $200 |
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 | $113,842 | $136,307-16.5% | $177,821-36.0% | $73,488+54.9% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.7%+7.4pp | 70.7%+24.5pp |
| Annual return | 16.23% | 18.68%-2.4pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,814 | $3,712-24.2% | $5,918-52.4% | $2,270+24.0% |
| Participant deferral / active EE | $5,624 | $5,829-3.5% | $7,714-27.1% | $3,740+50.4% |
| Admin fee / account holder | $45 | $596-92.4% | $12,427-99.6% | $513-91.2% |