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 | $4,362 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,677 | $48,313+31.8% | $73,307-13.1% | $52,331+21.7% |
| Participation rate | 98.2% | 68.6%+29.7pp | 74.9%+23.3pp | 68.1%+30.1pp |
| Annual return | -1.55% | 3.85%-5.4pp | 5.67%-7.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $366 | $1,661-78.0% | $3,237-88.7% | $1,882-80.5% |
| Participant deferral / active EE | $4,184 | $4,189-0.1% | $4,991-16.2% | $3,022+38.4% |
| Admin fee / account holder | $41 | $404-89.9% | $5,637-99.3% | $592-93.1% |