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 | $475 |
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 | $60,541 | $50,385+20.2% | $75,670-20.0% | $62,292-2.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 8.89% | 19.90%-11.0pp | 27.34%-18.4pp | 28.90%-20.0pp |
| Employer contribution / active EE | $1,683 | $1,537+9.5% | $2,352-28.4% | $2,042-17.6% |
| Participant deferral / active EE | $1,744 | $2,445-28.7% | $3,142-44.5% | $3,169-45.0% |
| Admin fee / account holder | $2 | $384-99.5% | $5,800-100.0% | $479-99.6% |