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 | $3,030 |
Annual investment return 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 | $14,877 | $39,458-62.3% | $60,547-75.4% | $55,191-73.0% |
| Participation rate | 77.3% | 59.6%+17.7pp | 68.0%+9.4pp | 69.2%+8.2pp |
| Annual return | -1.83% | 3.35%-5.2pp | 335.64%-337.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,025 | $1,210-15.3% | $2,419-57.6% | $1,899-46.0% |
| Participant deferral / active EE | $978 | $2,140-54.3% | $3,328-70.6% | $3,046-67.9% |
| Admin fee / account holder | $155 | $95+62.4% | $4,536-96.6% | $91+70.2% |