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 | $700 |
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 | $68,319 | $64,919+5.2% | $392,568-82.6% | $65,185+4.8% |
| Participation rate | 86.3% | 72.0%+14.3pp | 78.1%+8.2pp | 70.2%+16.1pp |
| Annual return | 17.57% | 26.09%-8.5pp | 24.42%-6.9pp | 29.38%-11.8pp |
| Employer contribution / active EE | $1,657 | $2,374-30.2% | $3,783-56.2% | $2,177-23.9% |
| Participant deferral / active EE | $2,800 | $3,668-23.7% | $5,985-53.2% | $3,514-20.3% |
| Admin fee / account holder | $4 | $634-99.4% | $6,260-99.9% | $847-99.6% |