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 | $1,194 |
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 | $43,855 | $55,449-20.9% | $83,848-47.7% | $56,287-22.1% |
| Participation rate | 73.2% | 68.0%+5.2pp | 76.1%-3.0pp | 69.9%+3.3pp |
| Annual return | -4.48% | -1.38%-3.1pp | 850.88%-855.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $672 | $2,430-72.3% | $3,631-81.5% | $2,111-68.1% |
| Participant deferral / active EE | $1,745 | $2,935-40.5% | $4,082-57.2% | $3,350-47.9% |
| Admin fee / account holder | $44 | $656-93.3% | $5,478-99.2% | $521-91.6% |