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 | $5,258 |
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 | $48,737 | $98,750-50.6% | $149,696-67.4% | $79,858-39.0% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.5%+9.2pp | 69.6%+22.0pp |
| Annual return | 13.86% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,208 | $3,216-31.3% | $4,644-52.5% | $2,471-10.6% |
| Participant deferral / active EE | $3,422 | $5,680-39.8% | $6,842-50.0% | $3,740-8.5% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,309-99.9% | $5,306-99.8% |