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 64 · EIN 04-2647786 | Recordkeeping Fees | $200 |
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 | $24,094 | $28,109-14.3% | $71,086-66.1% | $56,287-57.2% |
| Participation rate | 97.7% | 40.4%+57.3pp | 54.7%+43.0pp | 69.9%+27.8pp |
| Annual return | -45.62% | -615.05%+569.4pp | 650.59%-696.2pp | -9.96%-35.7pp |
| Employer contribution / active EE | $852 | $558+52.8% | $1,088-21.7% | $2,111-59.6% |
| Participant deferral / active EE | $4,452 | $1,116+299.0% | $1,874+137.5% | $3,350+32.9% |
| Admin fee / account holder | $163 | $585-72.1% | $3,082-94.7% | $521-68.7% |