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 | $677 |
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 | $29,094 | $63,114-53.9% | $92,893-68.7% | $65,185-55.4% |
| Participation rate | 80.0% | 68.8%+11.2pp | 76.0%+4.0pp | 70.2%+9.8pp |
| Annual return | 20.38% | 28.75%-8.4pp | 109.41%-89.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,257 | $2,571-51.1% | $3,653-65.6% | $2,177-42.3% |
| Participant deferral / active EE | $3,407 | $3,108+9.6% | $4,236-19.6% | $3,514-3.0% |
| Admin fee / account holder | $36 | $624-94.3% | $5,794-99.4% | $847-95.8% |