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 64 · EIN 39-6040276 | Recordkeeping Fees | $2,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,374 | $54,573+54.6% | $90,951-7.2% | $73,488+14.8% |
| Participation rate | 72.9% | 61.2%+11.7pp | 69.0%+3.9pp | 70.7%+2.2pp |
| Annual return | 10.14% | 16.69%-6.5pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $2,702 | $991+172.6% | $2,122+27.3% | $2,270+19.0% |
| Participant deferral / active EE | $4,093 | $2,517+62.6% | $3,373+21.4% | $3,740+9.5% |
| Admin fee / account holder | $29 | $521-94.4% | $5,959-99.5% | $513-94.3% |