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 | $1,076 |
Annual investment return 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 | $124,418 | $38,365+224.3% | $84,611+47.0% | $65,185+90.9% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 17.11% | 32.00%-14.9pp | 258.74%-241.6pp | 29.38%-12.3pp |
| Employer contribution / active EE | $4,015 | $1,258+219.0% | $2,652+51.4% | $2,177+84.5% |
| Participant deferral / active EE | $2,248 | $2,278-1.3% | $3,899-42.3% | $3,514-36.0% |
| Admin fee / account holder | $84 | $451-81.5% | $4,912-98.3% | $847-90.1% |