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 | $888 |
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 | $136,938 | $43,133+217.5% | $89,391+53.2% | $73,488+86.3% |
| Participation rate | 98.5% | 55.0%+43.5pp | 68.0%+30.5pp | 70.7%+27.8pp |
| Annual return | 13.64% | 135.66%-122.0pp | 245.62%-232.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,315 | $1,438+200.1% | $2,586+66.9% | $2,270+90.1% |
| Participant deferral / active EE | $2,156 | $2,445-11.8% | $3,890-44.6% | $3,740-42.3% |
| Admin fee / account holder | $74 | $444-83.4% | $4,881-98.5% | $513-85.6% |