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 | $14,005 |
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 | $33,947 | $46,072-26.3% | $70,014-51.5% | $55,167-38.5% |
| Participation rate | 83.3% | 67.5%+15.9pp | 71.8%+11.5pp | 69.0%+14.3pp |
| Annual return | 10.63% | 8.68%+2.0pp | 12.99%-2.4pp | 169.23%-158.6pp |
| Employer contribution / active EE | $3,021 | $1,500+101.4% | $2,338+29.2% | $1,963+53.9% |
| Participant deferral / active EE | $6,230 | $2,344+165.8% | $2,931+112.6% | $3,054+104.0% |
| Admin fee / account holder | $26 | $428-93.8% | $4,380-99.4% | $504-94.8% |