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 | $1,386 |
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 | $68,860 | $73,102-5.8% | $123,544-44.3% | $56,287+22.3% |
| Participation rate | 75.1% | 74.3%+0.8pp | 82.3%-7.2pp | 69.9%+5.3pp |
| Annual return | -5.77% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,242 | $2,977-24.7% | $4,628-51.6% | $2,111+6.2% |
| Participant deferral / active EE | $5,126 | $5,423-5.5% | $6,426-20.2% | $3,350+53.0% |
| Admin fee / account holder | $92 | $554-83.4% | $9,284-99.0% | $521-82.3% |