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 | $59,546 |
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 | $64,034 | $50,666+26.4% | $76,817-16.6% | $65,185-1.8% |
| Participation rate | 89.3% | 68.8%+20.4pp | 72.1%+17.2pp | 70.2%+19.1pp |
| Annual return | 26.72% | 28.51%-1.8pp | 1166.11%-1139.4pp | 29.38%-2.7pp |
| Employer contribution / active EE | $3,688 | $1,575+134.2% | $2,302+60.2% | $2,177+69.5% |
| Participant deferral / active EE | $7,835 | $2,647+196.0% | $3,336+134.9% | $3,514+123.0% |
| Admin fee / account holder | $14 | $463-97.1% | $6,420-99.8% | $847-98.4% |