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 | $854 |
Employer 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 | $42,255 | $67,606-37.5% | $82,313-48.7% | $70,131-39.7% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.8pp |
| Annual return | 17.22% | 21.57%-4.4pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $304 | $1,755-82.7% | $2,428-87.5% | $2,342-87.0% |
| Participant deferral / active EE | $2,464 | $2,987-17.5% | $3,706-33.5% | $3,332-26.0% |
| Admin fee / account holder | $117 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |