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 | $8,612 |
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 | $35,186 | $77,813-54.8% | $123,544-71.5% | $64,186-45.2% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.6pp | 69.6%+26.4pp |
| Annual return | -5.29% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,912 | $3,014-3.4% | $4,628-37.1% | $2,381+22.3% |
| Participant deferral / active EE | $4,827 | $5,240-7.9% | $6,426-24.9% | $3,470+39.1% |
| Admin fee / account holder | $12 | $5,519-99.8% | $9,284-99.9% | $4,888-99.7% |