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 | $375 |
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 | $20,913 | $55,449-62.3% | $83,848-75.1% | $56,287-62.8% |
| Participation rate | 81.5% | 68.0%+13.5pp | 76.1%+5.4pp | 69.9%+11.7pp |
| Annual return | -7.79% | -1.38%-6.4pp | 850.88%-858.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,218 | $2,430-49.9% | $3,631-66.4% | $2,111-42.3% |
| Participant deferral / active EE | $3,326 | $2,935+13.3% | $4,082-18.5% | $3,350-0.7% |
| Admin fee / account holder | $24 | $656-96.4% | $5,478-99.6% | $521-95.5% |