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 | $974 |
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 | $107,617 | $86,286+24.7% | $111,297-3.3% | $85,850+25.4% |
| Participation rate | 87.1% | 73.3%+13.7pp | 77.3%+9.7pp | 69.3%+17.7pp |
| Annual return | 12.26% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,914 | $2,043-6.3% | $2,731-29.9% | $2,565-25.4% |
| Participant deferral / active EE | $4,822 | $3,641+32.5% | $4,487+7.5% | $3,952+22.0% |
| Admin fee / account holder | $32 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |