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 | $18,035 |
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 | $31,187 | $56,629-44.9% | $77,999-60.0% | $55,167-43.5% |
| Participation rate | 74.0% | 73.3%+0.7pp | 75.5%-1.6pp | 69.0%+5.0pp |
| Annual return | 7.76% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,737 | $1,723+0.8% | $2,470-29.7% | $1,963-11.5% |
| Participant deferral / active EE | $2,886 | $2,777+3.9% | $3,497-17.5% | $3,054-5.5% |
| Admin fee / account holder | $16 | $467-96.6% | $5,480-99.7% | $504-96.9% |