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 | $908 |
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 | $80,138 | $77,634+3.2% | $156,549-48.8% | $62,891+27.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $8,334 | $3,444+142.0% | $5,501+51.5% | $2,281+265.4% |
| Participant deferral / active EE | $3,667 | $3,045+20.4% | $4,871-24.7% | $3,203+14.5% |
| Admin fee / account holder | $70 | $5,561-98.7% | $13,027-99.5% | $4,296-98.4% |