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 | $37,532 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,248 |
Employer 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 | $21,451 | $55,182-61.1% | $73,307-70.7% | $55,191-61.1% |
| Participation rate | 84.4% | 73.9%+10.5pp | 74.9%+9.5pp | 69.2%+15.2pp |
| Annual return | 5.89% | 8.55%-2.7pp | 5.67%+0.2pp | 10.78%-4.9pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,956 | $4,641+28.3% | $4,991+19.3% | $3,046+95.5% |
| Admin fee / account holder | $43 | $68-37.5% | $5,637-99.2% | $91-52.8% |