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 35-0145825 | Recordkeeping | $3,985 |
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 | $16,439 | $58,879-72.1% | $178,490-90.8% | $73,488-77.6% |
| Participation rate | 78.8% | 66.2%+12.6pp | 81.9%-3.1pp | 70.7%+8.2pp |
| Annual return | -2.69% | 24.86%-27.5pp | 151.07%-153.8pp | 28.51%-31.2pp |
| Employer contribution / active EE | $590 | $2,236-73.6% | $5,011-88.2% | $2,270-74.0% |
| Participant deferral / active EE | $1,982 | $2,567-22.8% | $5,202-61.9% | $3,740-47.0% |
| Admin fee / account holder | $31 | $400-92.3% | $13,984-99.8% | $513-94.0% |