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 | $7,645 |
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 | $28,316 | $33,745-16.1% | $64,105-55.8% | $55,191-48.7% |
| Participation rate | 79.1% | 59.4%+19.7pp | 68.2%+10.9pp | 69.2%+9.9pp |
| Annual return | 0.33% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,040 | $641+62.3% | $1,820-42.8% | $1,899-45.2% |
| Participant deferral / active EE | $2,802 | $1,929+45.3% | $2,822-0.7% | $3,046-8.0% |
| Admin fee / account holder | $35 | $94-62.9% | $4,499-99.2% | $91-61.4% |