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 | $28,912 |
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 | $21,435 | $48,261-55.6% | $68,793-68.8% | $55,725-61.5% |
| Participation rate | 83.2% | 71.0%+12.2pp | 72.2%+11.0pp | 70.9%+12.4pp |
| Annual return | -2.58% | -2.61%0pp | -4.63%+2.1pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,256 | $1,742-27.9% | $2,625-52.2% | $2,078-39.6% |
| Participant deferral / active EE | $1,792 | $2,712-33.9% | $3,311-45.9% | $3,356-46.6% |
| Admin fee / account holder | $107 | $126-15.1% | $5,131-97.9% | $115-7.0% |