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 64 · EIN 75-1983809 | Recordkeeping Fees | $0 |
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 | $70,050 | $37,591+86.3% | $90,645-22.7% | $55,725+25.7% |
| Participation rate | 89.4% | 66.4%+23.0pp | 74.0%+15.3pp | 70.9%+18.5pp |
| Annual return | -6.01% | -3.20%-2.8pp | 1.88%-7.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $6,359 | $1,302+388.4% | $2,532+151.2% | $2,078+206.0% |
| Participant deferral / active EE | $6,632 | $2,643+150.9% | $3,425+93.6% | $3,356+97.6% |
| Admin fee / account holder | $85 | $100-14.9% | $4,994-98.3% | $115-26.2% |