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 | $14,323 |
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 | $30,189 | $65,223-53.7% | $80,019-62.3% | $55,725-45.8% |
| Participation rate | 74.7% | 80.6%-5.9pp | 75.8%-1.1pp | 70.9%+3.8pp |
| Annual return | -5.85% | 7.59%-13.4pp | 11.22%-17.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,454 | $2,544-42.9% | $2,468-41.1% | $2,078-30.0% |
| Participant deferral / active EE | $2,607 | $3,881-32.8% | $3,686-29.3% | $3,356-22.3% |
| Admin fee / account holder | $5 | $114-95.8% | $6,521-99.9% | $115-95.9% |