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 | $700 |
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 | $63,060 | $43,504+45.0% | $68,793-8.3% | $56,287+12.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | 8.89% | -3.15%+12.0pp | -4.63%+13.5pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,723 | $1,525+13.0% | $2,625-34.4% | $2,111-18.4% |
| Participant deferral / active EE | $2,111 | $2,509-15.8% | $3,311-36.2% | $3,350-37.0% |
| Admin fee / account holder | $3 | $515-99.5% | $5,131-99.9% | $521-99.5% |