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 35-0145825 | Recordkeeping | $9,895 |
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 | $57,309 | $75,284-23.9% | $91,001-37.0% | $69,631-17.7% |
| Participation rate | 72.0% | 80.4%-8.4pp | 75.6%-3.6pp | 70.7%+1.3pp |
| Annual return | 83.26% | 48.40%+34.9pp | 4.60%+78.7pp | 27571.02%-27487.8pp |
| Employer contribution / active EE | $956 | $2,473-61.3% | $2,456-61.1% | $2,032-53.0% |
| Participant deferral / active EE | $3,486 | $3,700-5.8% | $3,547-1.7% | $3,224+8.1% |
| Admin fee / account holder | $8 | $111-92.8% | $5,417-99.9% | $110-92.7% |