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 64 · EIN 71-0294708 | Recordkeeping Fees | $750 |
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 | $28,204 | $50,637-44.3% | $86,590-67.4% | $62,292-54.7% |
| Participation rate | 88.8% | 67.9%+20.9pp | 73.5%+15.2pp | 69.5%+19.3pp |
| Annual return | 15.01% | 20.80%-5.8pp | 964.84%-949.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,874 | $2,075-9.7% | $2,839-34.0% | $2,042-8.3% |
| Participant deferral / active EE | $2,232 | $2,611-14.5% | $3,609-38.1% | $3,169-29.6% |
| Admin fee / account holder | $3 | $413-99.3% | $4,906-99.9% | $479-99.4% |