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 | $562 |
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 | $54,877 | $54,320+1.0% | $67,652-18.9% | $52,331+4.9% |
| Participation rate | 88.0% | 73.6%+14.4pp | 75.7%+12.3pp | 68.1%+19.9pp |
| Annual return | -1.78% | 6.81%-8.6pp | 6625.04%-6626.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,549 | $1,544+0.3% | $2,266-31.6% | $1,882-17.7% |
| Participant deferral / active EE | $4,499 | $2,950+52.5% | $3,560+26.4% | $3,022+48.9% |
| Admin fee / account holder | $34 | $527-93.5% | $4,821-99.3% | $592-94.2% |