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 | Recordkeeping | $1,294 |
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 | $91,708 | $60,396+51.8% | $111,392-17.7% | $56,287+62.9% |
| Participation rate | 86.2% | 72.4%+13.7pp | 78.9%+7.3pp | 69.9%+16.3pp |
| Annual return | -4.46% | 20.26%-24.7pp | -2.06%-2.4pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,544 | $3,459+31.4% | $4,328+5.0% | $2,111+115.3% |
| Participant deferral / active EE | $6,487 | $4,421+46.7% | $5,567+16.5% | $3,350+93.7% |
| Admin fee / account holder | $36 | $610-94.1% | $12,266-99.7% | $521-93.1% |