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 | $1,678 |
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 | $66,357 | $69,362-4.3% | $101,248-34.5% | $73,488-9.7% |
| Participation rate | 80.6% | 68.4%+12.3pp | 75.8%+4.8pp | 70.7%+10.0pp |
| Annual return | 28.34% | 18.46%+9.9pp | 46.47%-18.1pp | 28.51%-0.2pp |
| Employer contribution / active EE | $786 | $2,628-70.1% | $3,660-78.5% | $2,270-65.4% |
| Participant deferral / active EE | $2,058 | $3,300-37.6% | $4,370-52.9% | $3,740-45.0% |
| Admin fee / account holder | $41 | $704-94.2% | $5,945-99.3% | $513-92.1% |