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 | $818 |
Employer contribution per participant 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 | $20,556 | $37,044-44.5% | $71,796-71.4% | $57,658-64.3% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.1%+5.3pp | 70.2%+4.1pp |
| Annual return | 9.11% | 12.64%-3.5pp | 78.04%-68.9pp | 5.13%+4.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,113 | $1,974+7.0% | $2,794-24.4% | $3,061-31.0% |
| Admin fee / account holder | $30 | $101-69.8% | $4,815-99.4% | $95-67.8% |