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 | $4,261 |
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 | $45,890 | $66,124-30.6% | $90,404-49.2% | $73,488-37.6% |
| Participation rate | 87.6% | 69.7%+17.9pp | 72.7%+14.9pp | 70.7%+16.9pp |
| Annual return | 8.22% | 17.65%-9.4pp | 1293.02%-1284.8pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,697 | $2,346+15.0% | $3,262-17.3% | $2,270+18.8% |
| Participant deferral / active EE | $4,644 | $3,039+52.8% | $3,963+17.2% | $3,740+24.2% |
| Admin fee / account holder | $190 | $396-52.0% | $5,611-96.6% | $513-62.9% |