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 | $22,837 |
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 | $62,221 | $43,723+42.3% | $121,196-48.7% | $64,186-3.1% |
| Participation rate | 91.3% | 58.3%+33.0pp | 71.7%+19.6pp | 69.6%+21.7pp |
| Annual return | -6.16% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $781 | $1,296-39.8% | $4,022-80.6% | $2,381-67.2% |
| Participant deferral / active EE | $2,865 | $2,280+25.7% | $3,344-14.3% | $3,470-17.4% |
| Admin fee / account holder | $230 | $3,501-93.4% | $5,019-95.4% | $4,888-95.3% |