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 23-1928421 | Recordkeeping | $21,881 |
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 | $34,181 | $73,102-53.2% | $123,544-72.3% | $56,287-39.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 82.3%+3.4pp | 69.9%+15.9pp |
| Annual return | -4.37% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,212 | $2,977-59.3% | $4,628-73.8% | $2,111-42.6% |
| Participant deferral / active EE | $3,857 | $5,423-28.9% | $6,426-40.0% | $3,350+15.1% |
| Admin fee / account holder | $173 | $554-68.7% | $9,284-98.1% | $521-66.7% |