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 | $20,672 |
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 | $53,069 | $79,523-33.3% | $140,016-62.1% | $56,287-5.7% |
| Participation rate | 88.5% | 85.7%+2.8pp | 87.5%+1.0pp | 69.9%+18.7pp |
| Annual return | -4.22% | 2.39%-6.6pp | 651.12%-655.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,780 | $3,350-46.9% | $5,606-68.2% | $2,111-15.7% |
| Participant deferral / active EE | $2,878 | $5,129-43.9% | $6,927-58.4% | $3,350-14.1% |
| Admin fee / account holder | $26 | $614-95.8% | $10,705-99.8% | $521-95.0% |