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 | $12,496 |
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 | $40,249 | $63,299-36.4% | $91,001-55.8% | $62,292-35.4% |
| Participation rate | 71.9% | 73.3%-1.4pp | 75.6%-3.7pp | 69.5%+2.4pp |
| Annual return | 17.85% | 20.99%-3.1pp | 4.60%+13.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,549 | $1,807-14.2% | $2,456-36.9% | $2,042-24.1% |
| Participant deferral / active EE | $2,725 | $2,943-7.4% | $3,547-23.2% | $3,169-14.0% |
| Admin fee / account holder | $7 | $468-98.5% | $5,417-99.9% | $479-98.5% |