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 15 · EIN 35-0145825 | Recordkeeping | $52,375 |
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 | $110,513 | $43,327+155.1% | $59,878+84.6% | $64,186+72.2% |
| Participation rate | 91.5% | 69.2%+22.3pp | 74.7%+16.8pp | 69.6%+21.9pp |
| Annual return | 9.90% | -1.55%+11.4pp | 3.46%+6.4pp | 7.63%+2.3pp |
| Employer contribution / active EE | $8,499 | $2,028+319.0% | $2,722+212.3% | $2,381+257.0% |
| Participant deferral / active EE | $2,813 | $2,546+10.5% | $3,402-17.3% | $3,470-18.9% |
| Admin fee / account holder | $8 | $3,005-99.7% | $3,590-99.8% | $4,888-99.8% |