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 | $72,345 |
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 | $54,113 | $49,227+9.9% | $70,449-23.2% | $79,858-32.2% |
| Participation rate | 98.7% | 69.2%+29.5pp | 75.1%+23.7pp | 69.6%+29.1pp |
| Annual return | 2.85% | 30.06%-27.2pp | 109.03%-106.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $11,816 | $2,099+463.0% | $2,737+331.8% | $2,471+378.2% |
| Participant deferral / active EE | $4,383 | $2,768+58.4% | $3,709+18.2% | $3,740+17.2% |
| Admin fee / account holder | $3 | $2,878-99.9% | $3,845-99.9% | $5,306-99.9% |