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 | $9,467 |
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 | $51,453 | $43,504+18.3% | $68,793-25.2% | $56,287-8.6% |
| Participation rate | 91.3% | 67.8%+23.5pp | 72.2%+19.1pp | 69.9%+21.5pp |
| Annual return | -6.08% | -3.15%-2.9pp | -4.63%-1.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $3,835 | $1,525+151.4% | $2,625+46.1% | $2,111+81.7% |
| Participant deferral / active EE | $7,862 | $2,509+213.4% | $3,311+137.4% | $3,350+134.7% |
| Admin fee / account holder | $13 | $515-97.5% | $5,131-99.7% | $521-97.5% |