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 | $92 |
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 | $16,667 | $46,732-64.3% | $156,549-89.4% | $55,167-69.8% |
| Participation rate | 76.1% | 65.8%+10.3pp | 84.0%-7.9pp | 69.0%+7.1pp |
| Annual return | 5.95% | 17.72%-11.8pp | 32.23%-26.3pp | 169.23%-163.3pp |
| Employer contribution / active EE | $633 | $2,105-69.9% | $5,501-88.5% | $1,963-67.7% |
| Participant deferral / active EE | $559 | $2,204-74.6% | $4,871-88.5% | $3,054-81.7% |
| Admin fee / account holder | $183 | $418-56.3% | $13,027-98.6% | $504-63.7% |