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 | $2,220 |
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 | $82,347 | $89,739-8.2% | $149,718-45.0% | $62,292+32.2% |
| Participation rate | 81.4% | 85.1%-3.7pp | 87.1%-5.7pp | 69.5%+11.9pp |
| Annual return | 15.76% | 21.01%-5.2pp | 1501.63%-1485.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,462 | $3,233-23.8% | $5,445-54.8% | $2,042+20.6% |
| Participant deferral / active EE | $4,954 | $4,797+3.3% | $6,569-24.6% | $3,169+56.3% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |