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 01-0233346 | Recordkeeping | $2,563 |
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 | $30,990 | $50,637-38.8% | $86,590-64.2% | $62,292-50.3% |
| Participation rate | 87.3% | 67.9%+19.4pp | 73.5%+13.7pp | 69.5%+17.8pp |
| Annual return | 13.40% | 20.80%-7.4pp | 964.84%-951.4pp | 28.90%-15.5pp |
| Employer contribution / active EE | $2,681 | $2,075+29.2% | $2,839-5.6% | $2,042+31.3% |
| Participant deferral / active EE | $3,998 | $2,611+53.1% | $3,609+10.8% | $3,169+26.2% |
| Admin fee / account holder | $27 | $413-93.5% | $4,906-99.5% | $479-94.4% |