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 9-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 | $1,128 |
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 | $50,073 | $56,484-11.3% | $169,463-70.5% | $64,186-22.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.10% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,152 | $1,832+17.4% | $4,159-48.3% | $2,381-9.6% |
| Participant deferral / active EE | $3,375 | $3,448-2.1% | $5,277-36.0% | $3,470-2.7% |
| Admin fee / account holder | $45 | $4,174-98.9% | $9,109-99.5% | $4,888-99.1% |