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 35-0145825 | Recordkeeping | $6,756 |
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 | $46,103 | $50,175-8.1% | $99,443-53.6% | $65,185-29.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 24.21% | 25.36%-1.1pp | 30.72%-6.5pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,866 | $1,496+91.6% | $2,540+12.9% | $2,177+31.7% |
| Participant deferral / active EE | $3,536 | $2,748+28.7% | $3,619-2.3% | $3,514+0.6% |
| Admin fee / account holder | $44 | $398-88.8% | $6,250-99.3% | $847-94.8% |