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 | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,111 | $65,322-53.9% | $70,449-57.3% | $73,488-59.0% |
| Participation rate | 83.2% | 77.0%+6.2pp | 75.1%+8.1pp | 70.7%+12.5pp |
| Annual return | 16.63% | 15.71%+0.9pp | 109.03%-92.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,530 | $2,460+2.8% | $2,737-7.6% | $2,270+11.4% |
| Participant deferral / active EE | $991 | $3,375-70.6% | $3,709-73.3% | $3,740-73.5% |
| Admin fee / account holder | $3 | $214-98.8% | $3,845-99.9% | $513-99.5% |