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 13-3689044 | Recordkeeping | $25,012 |
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 | $22,964 | $53,925-57.4% | $75,670-69.7% | $69,631-67.0% |
| Participation rate | 78.9% | 71.2%+7.7pp | 72.3%+6.5pp | 70.7%+8.2pp |
| Annual return | 20.87% | 17.84%+3.0pp | 27.34%-6.5pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,121 | $1,802-37.8% | $2,352-52.3% | $2,032-44.8% |
| Participant deferral / active EE | $1,599 | $2,569-37.8% | $3,142-49.1% | $3,224-50.4% |
| Admin fee / account holder | $100 | $97+3.0% | $5,800-98.3% | $110-9.4% |