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 01-0233346 | Recordkeeping | $19,875 |
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 | $56,348 | $66,124-14.8% | $90,404-37.7% | $73,488-23.3% |
| Participation rate | 71.6% | 69.7%+1.9pp | 72.7%-1.1pp | 70.7%+0.9pp |
| Annual return | 13.22% | 17.65%-4.4pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,690 | $2,346-28.0% | $3,262-48.2% | $2,270-25.6% |
| Participant deferral / active EE | $4,672 | $3,039+53.7% | $3,963+17.9% | $3,740+24.9% |
| Admin fee / account holder | $32 | $396-91.9% | $5,611-99.4% | $513-93.7% |