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 01-0233346 | Recordkeeping | $332 |
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 | $80,148 | $65,557+22.3% | $105,738-24.2% | $56,287+42.4% |
| Participation rate | 83.5% | 63.4%+20.1pp | 76.3%+7.1pp | 69.9%+13.6pp |
| Annual return | -6.48% | -1.32%-5.2pp | 6.27%-12.8pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,075 | $1,788-39.9% | $3,268-67.1% | $2,111-49.1% |
| Participant deferral / active EE | $4,115 | $2,418+70.2% | $4,080+0.9% | $3,350+22.9% |
| Admin fee / account holder | $2 | $561-99.6% | $6,913-100.0% | $521-99.6% |