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 6-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 | $1,350 |
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 | $86,319 | $56,629+52.4% | $77,999+10.7% | $55,167+56.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 6.11% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $3,355 | $1,723+94.7% | $2,470+35.8% | $1,963+71.0% |
| Participant deferral / active EE | $5,028 | $2,777+81.0% | $3,497+43.8% | $3,054+64.6% |
| Admin fee / account holder | $27 | $467-94.2% | $5,480-99.5% | $504-94.6% |