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 | $3,728 |
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 | $35,332 | $44,873-21.3% | $79,464-55.5% | $56,287-37.2% |
| Participation rate | 88.4% | 68.7%+19.6pp | 73.3%+15.0pp | 69.9%+18.5pp |
| Annual return | -4.81% | 0.81%-5.6pp | 718.14%-723.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,911 | $2,140+36.0% | $2,800+3.9% | $2,111+37.9% |
| Participant deferral / active EE | $4,585 | $2,746+67.0% | $3,704+23.8% | $3,350+36.9% |
| Admin fee / account holder | $43 | $418-89.8% | $5,113-99.2% | $521-91.8% |