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 | $10,468 |
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 | $46,478 | $50,385-7.8% | $75,670-38.6% | $62,292-25.4% |
| Participation rate | 89.1% | 67.7%+21.4pp | 72.3%+16.8pp | 69.5%+19.6pp |
| Annual return | 23.55% | 19.90%+3.7pp | 27.34%-3.8pp | 28.90%-5.3pp |
| Employer contribution / active EE | $3,490 | $1,537+127.0% | $2,352+48.4% | $2,042+70.9% |
| Participant deferral / active EE | $6,909 | $2,445+182.5% | $3,142+119.9% | $3,169+118.0% |
| Admin fee / account holder | $17 | $384-95.6% | $5,800-99.7% | $479-96.5% |