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 | $0 |
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 | $157,792 | $77,634+103.3% | $156,549+0.8% | $62,891+150.9% |
| Participation rate | 87.5% | 71.2%+16.3pp | 84.0%+3.5pp | 69.3%+18.2pp |
| Annual return | 7.18% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,823 | $3,444-18.0% | $5,501-48.7% | $2,281+23.7% |
| Participant deferral / active EE | $5,425 | $3,045+78.1% | $4,871+11.4% | $3,203+69.4% |
| Admin fee / account holder | $23 | $5,561-99.6% | $13,027-99.8% | $4,296-99.5% |