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 06-1050034 | Recordkeeping | $55,411 |
PRIAC1 year Service code 15 · EIN 06-1050034 | Recordkeeping | $25,395 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $15,000 |
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 | $124,781 | $78,781+58.4% | $100,516+24.1% | $73,409+70.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 79.4%+20.6pp | 72.2%+27.8pp |
| Annual return | 11.84% | 31.69%-19.9pp | 30.89%-19.1pp | 59.29%-47.5pp |
| Employer contribution / active EE | $935 | $2,420-61.4% | $3,418-72.7% | $2,234-58.2% |
| Participant deferral / active EE | $4,871 | $6,537-25.5% | $6,270-22.3% | $3,805+28.0% |
| Admin fee / account holder | $64 | $145-56.1% | $8,081-99.2% | $158-59.6% |