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 | $710 |
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 | $71,536 | $46,869+52.6% | $122,332-41.5% | $70,131+2.0% |
| Participation rate | 89.6% | 58.2%+31.4pp | 71.6%+18.0pp | 69.5%+20.0pp |
| Annual return | 19.71% | 24.22%-4.5pp | 30.27%-10.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,295 | $1,288+0.6% | $4,050-68.0% | $2,342-44.7% |
| Participant deferral / active EE | $2,842 | $2,166+31.2% | $3,287-13.5% | $3,332-14.7% |
| Admin fee / account holder | $251 | $3,322-92.5% | $5,478-95.4% | $4,645-94.6% |