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 16-1450952 | Recordkeeping | $500 |
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 | $61,232 | $57,384+6.7% | $106,387-42.4% | $56,287+8.8% |
| Participation rate | 88.1% | 71.3%+16.8pp | 77.5%+10.7pp | 69.9%+18.3pp |
| Annual return | -3.96% | 5.91%-9.9pp | 0.25%-4.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,636 | $2,348-30.3% | $3,520-53.5% | $2,111-22.5% |
| Participant deferral / active EE | $2,716 | $3,799-28.5% | $5,421-49.9% | $3,350-18.9% |
| Admin fee / account holder | $3 | $566-99.5% | $7,510-100.0% | $521-99.4% |