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 18 · EIN 16-1503696 | Recordkeeping fees; Participant loan ... | $17,997 |
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 | $16,285 | $75,828-78.5% | $147,614-89.0% | $59,632-72.7% |
| Participation rate | 80.0% | 71.6%+8.4pp | 84.6%-4.6pp | 68.7%+11.3pp |
| Annual return | 0.19% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $187 | $3,485-94.6% | $5,564-96.6% | $2,203-91.5% |
| Participant deferral / active EE | $1,103 | $3,130-64.8% | $4,895-77.5% | $3,192-65.4% |
| Admin fee / account holder | $170 | $5,985-97.2% | $11,611-98.5% | $4,297-96.0% |