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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $36,478 |
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 | $26,192 | $52,953-50.5% | $172,739-84.8% | $65,185-59.8% |
| Participation rate | 99.6% | 66.2%+33.4pp | 82.6%+16.9pp | 70.2%+29.4pp |
| Annual return | 22.29% | 30.12%-7.8pp | 802.84%-780.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,244 | $2,190-43.2% | $5,143-75.8% | $2,177-42.9% |
| Participant deferral / active EE | $1,775 | $2,471-28.2% | $5,198-65.9% | $3,514-49.5% |
| Admin fee / account holder | $123 | $472-73.9% | $13,954-99.1% | $847-85.5% |