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 | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,928 | $49,138-53.3% | $84,015-72.7% | $65,185-64.8% |
| Participation rate | 91.8% | 60.7%+31.1pp | 69.0%+22.8pp | 70.2%+21.6pp |
| Annual return | 18.18% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $568 | $914-37.9% | $1,983-71.4% | $2,177-73.9% |
| Participant deferral / active EE | $923 | $2,397-61.5% | $3,239-71.5% | $3,514-73.7% |
| Admin fee / account holder | $51 | $543-90.7% | $6,101-99.2% | $847-94.0% |