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 | $324 |
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 | $27,741 | $69,977-60.4% | $108,579-74.5% | $62,891-55.9% |
| Participation rate | 81.9% | 72.9%+9.0pp | 79.6%+2.4pp | 69.3%+12.6pp |
| Annual return | 8.38% | 10.73%-2.3pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,818 | $3,165-11.0% | $4,311-34.6% | $3,203-12.0% |
| Admin fee / account holder | $205 | $5,076-96.0% | $7,645-97.3% | $4,296-95.2% |