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 P. O. BOX 2495 · CAROL STREAM, IL 60132 | Recordkeeping | $1,273 |
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 | $42,548 | $58,726-27.5% | $92,233-53.9% | $62,292-31.7% |
| Participation rate | 78.0% | 68.3%+9.6pp | 76.5%+1.5pp | 69.5%+8.5pp |
| Annual return | 14.99% | 43.62%-28.6pp | 176.28%-161.3pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,672 | $2,392-30.1% | $3,679-54.5% | $2,042-18.1% |
| Participant deferral / active EE | $2,917 | $2,766+5.5% | $3,897-25.1% | $3,169-7.9% |
| Admin fee / account holder | $17 | $556-97.0% | $5,194-99.7% | $479-96.5% |