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 | $1,508 |
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 | $107,711 | $55,453+94.2% | $170,442-36.8% | $62,292+72.9% |
| Participation rate | 89.7% | 66.4%+23.4pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 16.89% | 21.38%-4.5pp | 205.93%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,387 | $2,164+10.3% | $5,433-56.1% | $2,042+16.9% |
| Participant deferral / active EE | $4,915 | $2,303+113.4% | $4,939-0.5% | $3,169+55.1% |
| Admin fee / account holder | $33 | $455-92.8% | $13,880-99.8% | $479-93.1% |