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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $38,628 | $50,464-23.5% | $75,781-49.0% | $52,331-26.2% |
| Participation rate | 94.5% | 66.8%+27.7pp | 75.8%+18.7pp | 68.1%+26.4pp |
| Annual return | 1.51% | 1.03%+0.5pp | 9.68%-8.2pp | 4.54%-3.0pp |
| Employer contribution / active EE | $7,331 | $1,988+268.7% | $3,323+120.6% | $1,882+289.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $1,103-99.9% | $5,299-100.0% | $592-99.9% |