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 06-1050034 | Recordkeeping | $1,706 |
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 | $58,988 | $79,523-25.8% | $140,016-57.9% | $56,287+4.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -0.37% | 2.39%-2.8pp | 651.12%-651.5pp | -9.96%+9.6pp |
| Employer contribution / active EE | $3,854 | $3,350+15.0% | $5,606-31.3% | $2,111+82.6% |
| Participant deferral / active EE | $5,521 | $5,129+7.6% | $6,927-20.3% | $3,350+64.8% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.5% |