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 35-0145825 | Recordkeeping | $37,858 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,865 |
Participant contribution per participant 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 | $17,156 | $45,382-62.2% | $154,107-88.9% | $75,289-77.2% |
| Participation rate | 77.8% | 65.9%+11.9pp | 83.0%-5.2pp | 72.4%+5.4pp |
| Annual return | -4.22% | -0.47%-3.8pp | 735.12%-739.3pp | -0.04%-4.2pp |
| Employer contribution / active EE | $971 | $1,533-36.7% | $5,298-81.7% | $2,405-59.6% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $16 | $89-82.6% | $13,411-99.9% | $102-84.8% |