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 | $25,413 |
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 | $68,032 | $55,214+23.2% | $104,607-35.0% | $73,488-7.4% |
| Participation rate | 99.0% | 67.8%+31.2pp | 74.1%+25.0pp | 70.7%+28.4pp |
| Annual return | 19.11% | 24.79%-5.7pp | 340.46%-321.4pp | 28.51%-9.4pp |
| Employer contribution / active EE | $3,559 | $1,468+142.5% | $2,681+32.8% | $2,270+56.8% |
| Participant deferral / active EE | $3,643 | $2,925+24.6% | $3,740-2.6% | $3,740-2.6% |
| Admin fee / account holder | $215 | $424-49.3% | $6,473-96.7% | $513-58.1% |