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 | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,434 | $47,977-67.8% | $154,107-90.0% | $56,287-72.6% |
| Participation rate | 72.2% | 66.2%+6.0pp | 83.0%-10.9pp | 69.9%+2.3pp |
| Annual return | -7.09% | 3.54%-10.6pp | 735.12%-742.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,224 | $2,169-43.6% | $5,298-76.9% | $2,111-42.0% |
| Participant deferral / active EE | $2,411 | $2,392+0.8% | $5,081-52.6% | $3,350-28.0% |
| Admin fee / account holder | $21 | $438-95.2% | $13,411-99.8% | $521-96.0% |