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 48-1205033 | Recordkeeping | $40,710 |
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 | $79,712 | $73,638+8.2% | $95,952-16.9% | $73,488+8.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 77.1%+10.4pp | 70.7%+16.8pp |
| Annual return | 15.35% | 16.78%-1.4pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,187 | $1,863-36.3% | $2,541-53.3% | $2,270-47.7% |
| Participant deferral / active EE | $3,217 | $3,617-11.1% | $4,167-22.8% | $3,740-14.0% |
| Admin fee / account holder | $269 | $482-44.2% | $6,795-96.0% | $513-47.6% |