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 71-0294708 | Recordkeeping Fees | $1,500 |
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 | $115,504 | $76,552+50.9% | $123,892-6.8% | $62,891+83.7% |
| Participation rate | 88.2% | 73.0%+15.2pp | 81.4%+6.7pp | 69.3%+18.9pp |
| Annual return | 7.71% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $10,342 | $2,883+258.8% | $4,617+124.0% | $2,281+353.4% |
| Participant deferral / active EE | $7,800 | $4,840+61.2% | $5,984+30.3% | $3,203+143.5% |
| Admin fee / account holder | $15 | $4,826-99.7% | $8,357-99.8% | $4,296-99.6% |