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 06-1050034 | Recordkeeping | $2,175 |
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 | $59,886 | $59,186+1.2% | $76,768-22.0% | $56,287+6.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 7.71% | 6.62%+1.1pp | 2.43%+5.3pp | -9.96%+17.7pp |
| Employer contribution / active EE | $1,873 | $1,759+6.5% | $2,485-24.6% | $2,111-11.3% |
| Participant deferral / active EE | $3,224 | $3,255-0.9% | $3,852-16.3% | $3,350-3.7% |
| Admin fee / account holder | $17 | $489-96.4% | $6,675-99.7% | $521-96.7% |