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 01-0233346 | Recordkeeping | $1,442 |
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 | $72,477 | $89,739-19.2% | $149,718-51.6% | $62,292+16.4% |
| Participation rate | 76.6% | 85.1%-8.5pp | 87.1%-10.5pp | 69.5%+7.1pp |
| Annual return | 17.78% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $1,510 | $3,233-53.3% | $5,445-72.3% | $2,042-26.1% |
| Participant deferral / active EE | $2,783 | $4,797-42.0% | $6,569-57.6% | $3,169-12.2% |
| Admin fee / account holder | $296 | $551-46.3% | $11,283-97.4% | $479-38.2% |