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 06-1050034 | Recordkeeping | $5,295 |
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 | $75,227 | $63,905+17.7% | $74,183+1.4% | $57,658+30.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 7.26% | 60.60%-53.3pp | 17.74%-10.5pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,207 | $1,840-34.4% | $2,370-49.1% | $1,974-38.8% |
| Participant deferral / active EE | $3,061 | $3,448-11.2% | $3,550-13.8% | $3,0610% |
| Admin fee / account holder | $18 | $91-80.0% | $5,586-99.7% | $95-80.7% |