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 | $18,752 |
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 | $21,393 | $50,637-57.8% | $86,590-75.3% | $62,292-65.7% |
| Participation rate | 95.0% | 67.9%+27.1pp | 73.5%+21.5pp | 69.5%+25.5pp |
| Annual return | 20.04% | 20.80%-0.8pp | 964.84%-944.8pp | 28.90%-8.9pp |
| Employer contribution / active EE | $999 | $2,075-51.9% | $2,839-64.8% | $2,042-51.1% |
| Participant deferral / active EE | $4,323 | $2,611+65.6% | $3,609+19.8% | $3,169+36.4% |
| Admin fee / account holder | $10 | $413-97.7% | $4,906-99.8% | $479-98.0% |