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 | $427 |
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 | $34,647 | $69,362-50.0% | $101,248-65.8% | $73,488-52.9% |
| Participation rate | 79.0% | 68.4%+10.6pp | 75.8%+3.2pp | 70.7%+8.3pp |
| Annual return | 17.43% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,310 | $2,628-50.2% | $3,660-64.2% | $2,270-42.3% |
| Participant deferral / active EE | $3,723 | $3,300+12.8% | $4,370-14.8% | $3,740-0.4% |
| Admin fee / account holder | $32 | $704-95.4% | $5,945-99.5% | $513-93.7% |