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 | $2,225 |
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 | $73,018 | $73,823-1.1% | $379,746-80.8% | $73,488-0.6% |
| Participation rate | 89.6% | 73.1%+16.4pp | 78.4%+11.1pp | 70.7%+18.9pp |
| Annual return | 9.94% | 29.06%-19.1pp | 34.90%-25.0pp | 28.51%-18.6pp |
| Employer contribution / active EE | $1,946 | $2,472-21.3% | $3,540-45.0% | $2,270-14.3% |
| Participant deferral / active EE | $3,314 | $4,038-17.9% | $6,024-45.0% | $3,740-11.4% |
| Admin fee / account holder | $13 | $607-97.9% | $7,927-99.8% | $513-97.6% |