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 | $4,143 |
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 | $44,913 | $51,620-13.0% | $90,281-50.3% | $65,185-31.1% |
| Participation rate | 84.5% | 68.6%+15.9pp | 73.3%+11.2pp | 70.2%+14.3pp |
| Annual return | 16.34% | 24.94%-8.6pp | 78.10%-61.8pp | 29.38%-13.0pp |
| Employer contribution / active EE | $2,964 | $2,235+32.7% | $2,854+3.8% | $2,177+36.2% |
| Participant deferral / active EE | $4,868 | $2,871+69.6% | $3,885+25.3% | $3,514+38.5% |
| Admin fee / account holder | $62 | $384-83.9% | $5,351-98.8% | $847-92.7% |