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 | $9,217 |
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 | $20,485 | $61,156-66.5% | $185,823-89.0% | $79,386-74.2% |
| Participation rate | 78.8% | 66.6%+12.2pp | 81.7%-2.9pp | 70.7%+8.1pp |
| Annual return | 29.21% | 19.45%+9.8pp | 122.05%-92.8pp | 116.85%-87.6pp |
| Employer contribution / active EE | $662 | $2,321-71.5% | $5,167-87.2% | $2,427-72.7% |
| Participant deferral / active EE | $2,074 | $2,789-25.6% | $5,568-62.8% | $4,046-48.7% |
| Admin fee / account holder | $61 | $710-91.4% | $16,237-99.6% | $626-90.3% |