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 | $493 |
Annual investment return 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 | $69,531 | $41,854+66.1% | $73,843-5.8% | $52,331+32.9% |
| Participation rate | 98.5% | 66.2%+32.3pp | 73.4%+25.1pp | 68.1%+30.4pp |
| Annual return | -2.01% | 2.11%-4.1pp | 2267.84%-2269.9pp | 4.54%-6.6pp |
| Employer contribution / active EE | $8,961 | $1,920+366.7% | $2,787+221.5% | $1,882+376.2% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |