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 | $8,144 |
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 | $43,264 | $89,355-51.6% | $141,162-69.4% | $72,985-40.7% |
| Participation rate | 96.3% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 20.21% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,800 | $3,114-10.1% | $4,735-40.9% | $2,440+14.7% |
| Participant deferral / active EE | $4,502 | $5,418-16.9% | $6,709-32.9% | $3,607+24.8% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |