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 35-0145825 | Recordkeeping | $6,427 |
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 | $31,528 | $52,884-40.4% | $84,750-62.8% | $55,167-42.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.27% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $3,207 | $2,233+43.6% | $3,574-10.3% | $1,963+63.4% |
| Participant deferral / active EE | $2,236 | $2,644-15.4% | $3,712-39.8% | $3,054-26.8% |
| Admin fee / account holder | $12 | $581-97.9% | $5,332-99.8% | $504-97.6% |